VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Pfizer Inc. vs TransDigm Group Incorporated

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

Pfizer Inc.

PFE · New York Stock Exchange

Market cap (USD)$142.1B
SectorHealthcare
CountryUS
Data as of2025-12-29
Moat score
58/ 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 Pfizer Inc.'s moat claims, evidence, and risks.

View PFE 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 58 / 100 for Pfizer Inc.).
  • Segment focus: Pfizer Inc. has 5 segments (47.4% in Primary Care); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Pfizer Inc. has 8 moat types across 3 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

Pfizer Inc.

Primary Care

Market

Branded primary care medicines and vaccines (incl. cardiovascular, migraine, pneumococcal/RSV/COVID-19)

Geography

Global

Customer

Healthcare providers, payers/PBMs, pharmacies/wholesalers, and government procurement

Role

Innovator biopharma (R&D + manufacturing + commercialization)

Revenue share

47.4%

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

Pfizer Inc.
TransDigm Group Incorporated
Ticker / Exchange
PFE - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
$142.1B
$74.1B
Sector
Healthcare
Industrials
HQ country
US
US
Primary segment
Primary Care
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
58 / 100
84 / 100
Moat domains
Legal, Demand, Supply
Demand, Legal, Supply
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Operational Excellence

Pfizer Inc. strengths

IP Choke PointProcurement InertiaGovernment Contracting RelationshipsCapex Knowhow ScaleCompliance AdvantageLong Term ContractsEmbedded R&D partnership platform

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeSmall legacy non-aviation portfolio

Segment mix

Pfizer Inc. segments

Full profile >

Primary Care

Oligopoly

47.4%

Specialty Care

Oligopoly

26.2%

Oncology

Competitive

24.5%

Pfizer CentreOne

Competitive

1.8%

Pfizer Ignite

Competitive

0.1%

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.