VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Honeywell International Inc. vs United Parcel Service, 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)$154.9B
Gross margin (TTM)36.9%
Operating margin (TTM)18.6%
Net margin (TTM)12.7%
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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$99B
Gross margin (TTM)18.1%
Operating margin (TTM)8.9%
Net margin (TTM)6.3%
SectorIndustrials
IndustryIntegrated Freight & Logistics
CountryUS
Data as of2025-12-22
Moat score
72/ 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 United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

Comparison highlights

  • Moat score gap: United Parcel Service, Inc. leads (72 / 100 vs 58 / 100 for Honeywell International Inc.).
  • Segment focus: Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies); United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Honeywell International Inc. has 9 moat types across 2 domains; United Parcel Service, Inc. has 8 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%

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

Side-by-side metrics

Honeywell International Inc.
United Parcel Service, Inc.
Ticker / Exchange
HON - The Nasdaq Stock Market LLC
UPS - New York Stock Exchange
Market cap (USD)
$154.9B
$99B
Gross margin (TTM)
36.9%
18.1%
Operating margin (TTM)
18.6%
8.9%
Net margin (TTM)
12.7%
6.3%
Sector
Industrials
Industrials
Industry
Conglomerates
Integrated Freight & Logistics
HQ country
US
US
Primary segment
Aerospace Technologies
U.S. Domestic Package
Market structure
Oligopoly
Oligopoly
Market share
n/a
34.3% (reported)
HHI estimate
n/a
2,639
Pricing power
Strong
Moderate
Moat score
58 / 100
72 / 100
Moat domains
Demand, Legal
Supply, Financial, Demand
Last update
2026-01-02
2025-12-22

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeSuite BundlingSwitching Costs GeneralIP Choke PointDesign In QualificationLong Term Contracts

United Parcel Service, Inc. strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerService Field NetworkOperational ExcellenceScope Economies

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%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

Want the full wide moat stocks list?

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

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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.