VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Honeywell International Inc. vs Tesla, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Honeywell International Inc.

HON · The Nasdaq Stock Market LLC

Market cap (USD)$127.7B
Gross margin (TTM)37.1%
Operating margin (TTM)19.3%
Net margin (TTM)15.1%
SectorIndustrials
IndustryConglomerates
CountryUS
Data as of2026-01-02
Moat score
58/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Honeywell International Inc.'s moat claims, evidence, and risks.

View HON analysis

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

Comparison highlights

  • Moat score gap: Tesla, Inc. leads (75 / 100 vs 58 / 100 for Honeywell International Inc.).
  • Segment focus: Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Honeywell International Inc. has 9 moat types across 2 domains; Tesla, Inc. has 9 across 3.

Primary market context

Honeywell International Inc.

Aerospace Technologies

Market

Aerospace systems, avionics, propulsion & aftermarket MRO services

Geography

Global

Customer

Aircraft OEMs, airlines/operators, defense & space contractors

Role

Tier-1 supplier + aftermarket service provider

Revenue share

40.2%

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

Side-by-side metrics

Honeywell International Inc.
Tesla, Inc.
Ticker / Exchange
HON - The Nasdaq Stock Market LLC
TSLA - NASDAQ
Market cap (USD)
$127.7B
$1.5T
Gross margin (TTM)
37.1%
17%
Operating margin (TTM)
19.3%
4.7%
Net margin (TTM)
15.1%
5.5%
Sector
Industrials
Consumer
Industry
Conglomerates
Auto - Manufacturers
HQ country
US
US
Primary segment
Aerospace Technologies
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Oligopoly
Competitive
Market share
n/a
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
58 / 100
75 / 100
Moat domains
Demand, Legal
Network, Supply, Demand
Last update
2026-01-02
2026-01-05

Moat coverage

Shared moat types

Data Workflow LockinBrand TrustSwitching Costs General

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeSuite BundlingIP Choke PointDesign In QualificationLong Term Contracts

Tesla, Inc. strengths

Data Network EffectsCapex Knowhow ScalePhysical Network DensityService Field NetworkScope EconomiesScale Economies Unit Cost

Segment mix

Honeywell International Inc. segments

Full profile >

Aerospace Technologies

Oligopoly

40.2%

Industrial Automation

Competitive

26.1%

Building Automation

Oligopoly

17%

Energy and Sustainability Solutions

Oligopoly

16.7%

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.