VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

ServiceNow, Inc. vs TransDigm Group Incorporated

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

ServiceNow, Inc.

NOW · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
80/ 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 ServiceNow, Inc.'s moat claims, evidence, and risks.

View NOW analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$74.1B
SectorIndustrials
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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 80 / 100 for ServiceNow, Inc.).
  • Segment focus: ServiceNow, Inc. has 3 segments (85.8% in Digital workflow products (subscription)); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: ServiceNow, Inc. has 6 moat types across 3 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

ServiceNow, Inc.

Digital workflow products (subscription)

Market

Enterprise digital workflow automation and service management platform (ITSM/ESM, employee, customer, creator workflows)

Geography

Global

Customer

Large enterprises and public sector

Role

SaaS platform

Revenue share

85.8%

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Side-by-side metrics

ServiceNow, Inc.
TransDigm Group Incorporated
Ticker / Exchange
NOW - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
n/a
$74.1B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Digital workflow products (subscription)
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
80 / 100
84 / 100
Moat domains
Demand, Network, Supply
Demand, Legal, Supply
Last update
2025-12-26
2025-12-31

Moat coverage

Shared moat types

Design In Qualification

ServiceNow, Inc. strengths

Data Workflow LockinTraining Org Change CostsSuite BundlingEcosystem ComplementsService Field Network

TransDigm Group Incorporated strengths

Installed Base ConsumablesRegulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

Segment mix

ServiceNow, Inc. segments

Full profile >

Digital workflow products (subscription)

Oligopoly

85.8%

IT Operations Management (ITOM) products (subscription)

Competitive

11.1%

Professional services and other

Competitive

3.1%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

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.