VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

Netflix, Inc. vs Safran

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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Safran

SAF · Euronext Paris

Market cap (USD)$131.7B
Gross margin (TTM)32.8%
Operating margin (TTM)14.4%
Net margin (TTM)10.8%
SectorIndustrials
IndustryAerospace & Defense
CountryFR
Data as of2025-12-28
Moat score
74/ 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 Safran's moat claims, evidence, and risks.

View SAF analysis

Comparison highlights

  • Moat score gap: Safran leads (74 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); Safran has 3 segments (50% in Propulsion).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; Safran has 8 across 3.

Primary market context

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Safran

Propulsion

Market

Aircraft propulsion (commercial, military and helicopter engines) and engine aftermarket (spares, MRO, RPFH)

Geography

Global

Customer

Aircraft OEMs, airlines/lessors, MRO operators, and militaries

Role

Engine OEM + aftermarket service provider (incl. CFM JV participation)

Revenue share

50%

Side-by-side metrics

Netflix, Inc.
Safran
Ticker / Exchange
NFLX - NASDAQ
SAF - Euronext Paris
Market cap (USD)
$387.5B
$131.7B
Gross margin (TTM)
48.1%
32.8%
Operating margin (TTM)
29.1%
14.4%
Net margin (TTM)
24.1%
10.8%
Sector
Communication Services
Industrials
Industry
Entertainment
Aerospace & Defense
HQ country
US
FR
Primary segment
Streaming entertainment platform
Propulsion
Market structure
Oligopoly
Oligopoly
Market share
8.2%-8.4% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
65 / 100
74 / 100
Moat domains
Network, Supply, Legal, Financial
Demand, Supply, Legal
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Safran strengths

Installed Base ConsumablesLong Term ContractsCapex Knowhow ScaleRegulated Standards PipeDesign In QualificationService Field NetworkGovernment Contracting RelationshipsOperational Excellence

Segment mix

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Safran segments

Full profile >

Propulsion

Oligopoly

50%

Equipment & Defense

Oligopoly

38.9%

Aircraft Interiors

Competitive

11.1%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.