VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Jack Henry & Associates, Inc. vs TransDigm Group Incorporated

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

Jack Henry & Associates, Inc.

JKHY · Nasdaq

Market cap (USD)$13.4B
SectorTechnology
CountryUS
Data as of2025-12-25
Moat score
59/ 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 Jack Henry & Associates, Inc.'s moat claims, evidence, and risks.

View JKHY analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$74.1B
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 59 / 100 for Jack Henry & Associates, Inc.).
  • Segment focus: Jack Henry & Associates, Inc. has 3 segments (36.8% in Payments); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Jack Henry & Associates, Inc. has 7 moat types across 3 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

Jack Henry & Associates, Inc.

Payments

Market

Payment processing and transaction services for financial institutions (card, ACH, bill pay, faster payments, settlement support)

Geography

United States

Customer

Banks, credit unions, and their accountholders; businesses via FI clients

Role

Processor and settlement/risk services provider

Revenue share

36.8%

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Side-by-side metrics

Jack Henry & Associates, Inc.
TransDigm Group Incorporated
Ticker / Exchange
JKHY - Nasdaq
TDG - New York Stock Exchange
Market cap (USD)
$13.4B
$74.1B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Payments
Power & Control
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
59 / 100
84 / 100
Moat domains
Demand, Legal, Supply
Demand, Legal, Supply
Last update
2025-12-25
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Jack Henry & Associates, Inc. strengths

Long Term ContractsSwitching Costs GeneralSuite BundlingCompliance AdvantageScale Economies Unit CostData Workflow LockinBrand Trust

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

Segment mix

Jack Henry & Associates, Inc. segments

Full profile >

Core

Oligopoly

31.1%

Payments

Competitive

36.8%

Complementary

Competitive

28.4%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

Want the full wide moat stocks list?

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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.