VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Melrose Industries PLC vs Philip Morris International Inc.

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

Melrose Industries PLC

MRO · London Stock Exchange

Market cap (USD)$10B
SectorIndustrials
CountryGB
Data as of2025-12-28
Moat score
77/ 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 Melrose Industries PLC's moat claims, evidence, and risks.

View MRO analysis

Philip Morris International Inc.

PM · New York Stock Exchange

Market cap (USD)
SectorConsumer
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 Philip Morris International Inc.'s moat claims, evidence, and risks.

View PM analysis

Comparison highlights

  • Moat score gap: Philip Morris International Inc. leads (84 / 100 vs 77 / 100 for Melrose Industries PLC).
  • Segment focus: Melrose Industries PLC has 2 segments (57.9% in Structures); Philip Morris International Inc. has 3 segments (61.3% in Combustible Tobacco).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Melrose Industries PLC has 5 moat types across 2 domains; Philip Morris International Inc. has 6 across 3.

Primary market context

Melrose Industries PLC

Structures

Market

Aerostructures and aircraft electrical wiring systems (EWIS)

Geography

Global

Customer

Airframe OEMs; defence primes

Role

Tier-1 aerospace supplier

Revenue share

57.9%

Philip Morris International Inc.

Combustible Tobacco

Market

International combustible tobacco (primarily cigarettes)

Geography

Global (primarily ex-U.S.)

Customer

Adult smokers; distributors/wholesalers and retail channels

Role

Branded manufacturer and distributor

Revenue share

61.3%

Side-by-side metrics

Melrose Industries PLC
Philip Morris International Inc.
Ticker / Exchange
MRO - London Stock Exchange
PM - New York Stock Exchange
Market cap (USD)
$10B
n/a
Sector
Industrials
Consumer
HQ country
GB
US
Primary segment
Structures
Combustible Tobacco
Market structure
Oligopoly
Oligopoly
Market share
n/a
25.3% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
77 / 100
84 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Melrose Industries PLC strengths

Long Term ContractsDesign In QualificationCapex Knowhow ScaleService Field NetworkCapacity Moat

Philip Morris International Inc. strengths

Brand TrustDistribution ControlCompliance AdvantageInstalled Base ConsumablesIP Choke PointRegulated Standards Pipe

Segment mix

Melrose Industries PLC segments

Full profile >

Engines

Oligopoly

42.1%

Structures

Oligopoly

57.9%

Philip Morris International Inc. segments

Full profile >

Combustible Tobacco

Oligopoly

61.3%

Smoke-Free Products

Oligopoly

37.8%

Wellness & Healthcare

Competitive

0.9%

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

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.