VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 7, 2026

Stock Comparison

Moncler S.p.A. vs MTU Aero Engines AG

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

Moncler S.p.A.

MONC · Euronext Milan

Market cap (USD)$14.8B
Gross margin (TTM)76.4%
Operating margin (TTM)29.4%
Net margin (TTM)20.4%
SectorConsumer
IndustryApparel - Manufacturers
CountryIT
Data as of2026-01-05
Moat score
69/ 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 Moncler S.p.A.'s moat claims, evidence, and risks.

View MONC analysis

MTU Aero Engines AG

MTX · Deutsche Boerse XETRA

Market cap (USD)$20.5B
Gross margin (TTM)12.7%
Operating margin (TTM)3%
Net margin (TTM)6.1%
SectorIndustrials
IndustryAerospace & Defense
CountryDE
Data as of2025-12-28
Moat score
61/ 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 MTU Aero Engines AG's moat claims, evidence, and risks.

View MTX analysis

Comparison highlights

  • Moat score gap: Moncler S.p.A. leads (69 / 100 vs 61 / 100 for MTU Aero Engines AG).
  • Segment focus: Moncler S.p.A. has 2 segments (87.1% in Moncler brand); MTU Aero Engines AG has 2 segments (67.4% in MRO business (commercial maintenance)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Moncler S.p.A. has 3 moat types across 3 domains; MTU Aero Engines AG has 8 across 3.

Primary market context

Moncler S.p.A.

Moncler brand

Market

Luxury outerwear and apparel (down jackets, ready-to-wear, accessories)

Geography

Global

Customer

Consumers

Role

Branded apparel company (design/marketing; DTC + wholesale distribution)

Revenue share

87.1%

MTU Aero Engines AG

MRO business (commercial maintenance)

Market

Commercial aircraft engine maintenance, repair and overhaul (engine MRO) and associated services

Geography

Global

Customer

Airlines, lessors and engine owners/operators

Role

Aftermarket service provider (engine shop visits, repairs, on-wing services, leasing/asset management)

Revenue share

67.4%

Side-by-side metrics

Moncler S.p.A.
MTU Aero Engines AG
Ticker / Exchange
MONC - Euronext Milan
MTX - Deutsche Boerse XETRA
Market cap (USD)
$14.8B
$20.5B
Gross margin (TTM)
76.4%
12.7%
Operating margin (TTM)
29.4%
3%
Net margin (TTM)
20.4%
6.1%
Sector
Consumer
Industrials
Industry
Apparel - Manufacturers
Aerospace & Defense
HQ country
IT
DE
Primary segment
Moncler brand
MRO business (commercial maintenance)
Market structure
Competitive
Competitive
Market share
n/a
10% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
69 / 100
61 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Moncler S.p.A. strengths

Brand TrustDistribution ControlIP Choke Point

MTU Aero Engines AG strengths

Design In QualificationScope EconomiesCapex Knowhow ScaleGovernment Contracting RelationshipsService Field NetworkOperational ExcellencePreferential Input AccessLong Term Contracts

Segment mix

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

MTU Aero Engines AG segments

Full profile >

OEM business (commercial and military engine business)

Oligopoly

32.6%

MRO business (commercial maintenance)

Competitive

67.4%

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.