VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

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Monday, December 29, 2025

Stock Comparison

NVIDIA Corporation vs Rheinmetall Aktiengesellschaft

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

NVIDIA Corporation

NVDA · Nasdaq Stock Market

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

View NVDA analysis

Rheinmetall Aktiengesellschaft

RHM · Xetra

Market cap (USD)$83.3B
SectorIndustrials
CountryDE
Data as of2025-12-28
Moat score
71/ 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 Rheinmetall Aktiengesellschaft's moat claims, evidence, and risks.

View RHM analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 71 / 100 for Rheinmetall Aktiengesellschaft).
  • Segment focus: NVIDIA Corporation has 5 segments (88.3% in Data Center); Rheinmetall Aktiengesellschaft has 4 segments (36.7% in Vehicle Systems).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: NVIDIA Corporation has 7 moat types across 3 domains; Rheinmetall Aktiengesellschaft has 6 across 3.

Primary market context

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Rheinmetall Aktiengesellschaft

Vehicle Systems

Market

Armored and tactical wheeled/tracked military vehicles

Geography

Global (Europe/NATO weighted)

Customer

Government / military

Revenue share

36.7%

Side-by-side metrics

NVIDIA Corporation
Rheinmetall Aktiengesellschaft
Ticker / Exchange
NVDA - Nasdaq Stock Market
RHM - Xetra
Market cap (USD)
n/a
$83.3B
Sector
Technology
Industrials
HQ country
US
DE
Primary segment
Data Center
Vehicle Systems
Market structure
Quasi-Monopoly
Oligopoly
Market share
78%-85% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
97 / 100
71 / 100
Moat domains
Demand, Network, Supply
Legal, Demand, Supply
Last update
2025-12-26
2025-12-28

Moat coverage

Shared moat types

Capacity MoatDesign In Qualification

NVIDIA Corporation strengths

Data Workflow LockinEcosystem ComplementsOperational ExcellenceSuite BundlingResidual / non-core revenue

Rheinmetall Aktiengesellschaft strengths

Government Contracting RelationshipsSupply Chain ControlLong Term ContractsDistribution Control

Segment mix

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

Rheinmetall Aktiengesellschaft segments

Full profile >

Vehicle Systems

Oligopoly

36.7%

Weapon and Ammunition

Oligopoly

26.9%

Electronic Solutions

Oligopoly

16.7%

Power Systems (civilian; planned divestiture)

Competitive

19.7%

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.