VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Microsoft Corporation vs RTX Corporation

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

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

RTX Corporation

RTX · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
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 RTX Corporation's moat claims, evidence, and risks.

View RTX analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 69 / 100 for RTX Corporation).
  • Segment focus: Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes); RTX Corporation has 3 segments (34.8% in Pratt & Whitney).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Microsoft Corporation has 9 moat types across 4 domains; RTX Corporation has 8 across 3.

Primary market context

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%

RTX Corporation

Pratt & Whitney

Market

Aircraft engines & aftermarket services (commercial and military)

Geography

Global

Customer

Airframers, airlines, governments

Role

Engine OEM + MRO

Revenue share

34.8%

Side-by-side metrics

Microsoft Corporation
RTX Corporation
Ticker / Exchange
MSFT - Nasdaq Global Select Market
RTX - New York Stock Exchange
Market cap (USD)
$3.5T
n/a
Gross margin (TTM)
68.8%
n/a
Operating margin (TTM)
46.3%
n/a
Net margin (TTM)
35.7%
n/a
Sector
Technology
Industrials
Industry
Software - Infrastructure
n/a
HQ country
US
US
Primary segment
Productivity and Business Processes
Pratt & Whitney
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
69 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Legal, Supply
Last update
2025-12-21
2026-01-02

Moat coverage

Shared moat types

Long Term ContractsCapex Knowhow Scale

Microsoft Corporation strengths

Suite BundlingData Workflow LockinTwo Sided NetworkEcosystem ComplementsOperational ExcellenceDefault OS GatewayContent Rights Currency

RTX Corporation strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeService Field NetworkGovernment Contracting RelationshipsCompliance Advantage

Segment mix

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

RTX Corporation segments

Full profile >

Collins Aerospace

Oligopoly

32.1%

Pratt & Whitney

Oligopoly

34.8%

Raytheon

Oligopoly

32.9%

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.