VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

L3Harris Technologies, Inc. vs Microsoft Corporation

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

L3Harris Technologies, Inc.

LHX · NYSE

Market cap (USD)$55.9B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
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

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.5T
Gross margin (TTM)68.8%
Operating margin (TTM)46.3%
Net margin (TTM)35.7%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-21
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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 72 / 100 for L3Harris Technologies, Inc.).
  • Segment focus: L3Harris Technologies, Inc. has 4 segments (31.9% in Space & Airborne Systems); Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: L3Harris Technologies, Inc. has 8 moat types across 3 domains; Microsoft Corporation has 9 across 4.

Primary market context

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%

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.9%

Side-by-side metrics

L3Harris Technologies, Inc.
Microsoft Corporation
Ticker / Exchange
LHX - NYSE
MSFT - Nasdaq Global Select Market
Market cap (USD)
$55.9B
$3.5T
Gross margin (TTM)
n/a
68.8%
Operating margin (TTM)
n/a
46.3%
Net margin (TTM)
n/a
35.7%
Sector
Industrials
Technology
Industry
n/a
Software - Infrastructure
HQ country
US
US
Primary segment
Space & Airborne Systems
Productivity and Business Processes
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
72 / 100
84 / 100
Moat domains
Legal, Demand, Supply
Demand, Network, Supply, Legal
Last update
2026-01-02
2025-12-21

Moat coverage

Shared moat types

Capex Knowhow Scale

L3Harris Technologies, Inc. strengths

Government Contracting RelationshipsDesign In QualificationCompliance AdvantageSwitching Costs GeneralProcurement InertiaCapacity MoatKeystone Component

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsTwo Sided NetworkEcosystem ComplementsOperational ExcellenceDefault OS GatewayContent Rights Currency

Segment mix

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%

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

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.