VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 7, 2026

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Stock Comparison

KKR & Co. Inc. vs L3Harris Technologies, Inc.

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

KKR & Co. Inc.

KKR · New York Stock Exchange

Market cap (USD)$119.9B
Gross margin (TTM)19.5%
Operating margin (TTM)2.6%
Net margin (TTM)14.1%
SectorFinancials
IndustryAsset Management
CountryUS
Data as of2026-01-06
Moat score
67/ 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 KKR & Co. Inc.'s moat claims, evidence, and risks.

View KKR analysis

L3Harris Technologies, Inc.

LHX · NYSE

Market cap (USD)$58.3B
Gross margin (TTM)23.1%
Operating margin (TTM)10.9%
Net margin (TTM)8.1%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2026-01-02
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 L3Harris Technologies, Inc.'s moat claims, evidence, and risks.

View LHX analysis

Comparison highlights

  • Moat score gap: L3Harris Technologies, Inc. leads (72 / 100 vs 67 / 100 for KKR & Co. Inc.).
  • Segment focus: KKR & Co. Inc. has 3 segments (52.3% in Asset Management); L3Harris Technologies, Inc. has 4 segments (31.9% in Space & Airborne Systems).
  • Moat breadth: KKR & Co. Inc. has 7 moat types across 4 domains; L3Harris Technologies, Inc. has 8 across 3.

Primary market context

KKR & Co. Inc.

Asset Management

Market

Alternative asset management (private equity, private credit, real assets, and related strategies)

Geography

Global

Customer

Institutional and wealth investors (LPs) allocating to private markets

Role

General partner / investment manager

Revenue share

52.3%

L3Harris Technologies, Inc.

Space & Airborne Systems

Market

Defense & intelligence space and airborne mission systems (payloads, sensors, avionics, mission networks)

Geography

Global (U.S.-centric demand)

Customer

Government defense/intelligence agencies, prime contractors, and allied governments

Role

Prime contractor / subsystem integrator

Revenue share

31.9%

Side-by-side metrics

KKR & Co. Inc.
L3Harris Technologies, Inc.
Ticker / Exchange
KKR - New York Stock Exchange
LHX - NYSE
Market cap (USD)
$119.9B
$58.3B
Gross margin (TTM)
19.5%
23.1%
Operating margin (TTM)
2.6%
10.9%
Net margin (TTM)
14.1%
8.1%
Sector
Financials
Industrials
Industry
Asset Management
Aerospace & Defense
HQ country
US
US
Primary segment
Asset Management
Space & Airborne Systems
Market structure
Oligopoly
Oligopoly
Market share
3.5%-5% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
72 / 100
Moat domains
Demand, Supply, Financial, Legal
Legal, Demand, Supply
Last update
2026-01-06
2026-01-02

Moat coverage

Shared moat types

Compliance Advantage

KKR & Co. Inc. strengths

Long Term ContractsBrand TrustScale Economies Unit CostDeal sourcing and origination relationshipsFloat PrepaymentCapital markets and exit execution capability

L3Harris Technologies, Inc. strengths

Government Contracting RelationshipsDesign In QualificationSwitching Costs GeneralCapex Knowhow ScaleProcurement InertiaCapacity MoatKeystone Component

Segment mix

KKR & Co. Inc. segments

Full profile >

Asset Management

Oligopoly

52.3%

Insurance

Competitive

46.5%

Strategic Holdings

Competitive

1.2%

L3Harris Technologies, Inc. segments

Full profile >

Space & Airborne Systems

Oligopoly

31.9%

Integrated Mission Systems

Oligopoly

31.8%

Communication Systems

Oligopoly

25.4%

Aerojet Rocketdyne

Duopoly

10.9%

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.