VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

Oracle Corporation vs TransDigm Group Incorporated

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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL 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 56 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Strong.
  • Moat breadth: Oracle Corporation has 7 moat types across 3 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

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

Oracle Corporation
TransDigm Group Incorporated
Ticker / Exchange
ORCL - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
$567.4B
$74.1B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Infrastructure cloud services and license support
Power & Control
Market structure
Oligopoly
Competitive
Market share
3% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
56 / 100
84 / 100
Moat domains
Demand, Supply, Network
Demand, Legal, Supply
Last update
2025-12-26
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

Segment mix

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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?

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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.