VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

QUALCOMM Incorporated vs RTX Corporation

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

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)$186.1B
Gross margin (TTM)55.4%
Operating margin (TTM)27.9%
Net margin (TTM)12.5%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-30
Moat score
70/ 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 QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

RTX Corporation

RTX · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
Moat score
69/ 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 RTX Corporation's moat claims, evidence, and risks.

View RTX analysis

Comparison highlights

  • Moat score gap: QUALCOMM Incorporated leads (70 / 100 vs 69 / 100 for RTX Corporation).
  • Segment focus: QUALCOMM Incorporated has 4 segments (62.8% in Handset chipsets (Snapdragon platforms)); RTX Corporation has 3 segments (34.8% in Pratt & Whitney).
  • Moat breadth: QUALCOMM Incorporated has 7 moat types across 4 domains; RTX Corporation has 8 across 3.

Primary market context

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

62.8%

RTX Corporation

Pratt & Whitney

Market

Aircraft engines & aftermarket services (commercial and military)

Geography

Global

Customer

Airframers, airlines, governments

Role

Engine OEM + MRO

Revenue share

34.8%

Side-by-side metrics

QUALCOMM Incorporated
RTX Corporation
Ticker / Exchange
QCOM - NASDAQ Global Select Market
RTX - New York Stock Exchange
Market cap (USD)
$186.1B
n/a
Gross margin (TTM)
55.4%
n/a
Operating margin (TTM)
27.9%
n/a
Net margin (TTM)
12.5%
n/a
Sector
Technology
Industrials
Industry
Semiconductors
n/a
HQ country
US
US
Primary segment
Handset chipsets (Snapdragon platforms)
Pratt & Whitney
Market structure
Oligopoly
Oligopoly
Market share
22%-26% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
69 / 100
Moat domains
Supply, Network, Demand, Legal
Demand, Legal, Supply
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In QualificationLong Term Contracts

QUALCOMM Incorporated strengths

Keystone ComponentEcosystem ComplementsScope EconomiesIP Choke Point

RTX Corporation strengths

Installed Base ConsumablesRegulated Standards PipeService Field NetworkGovernment Contracting RelationshipsCompliance Advantage

Segment mix

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

62.8%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

8.9%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.9%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

12.6%

RTX Corporation segments

Full profile >

Collins Aerospace

Oligopoly

32.1%

Pratt & Whitney

Oligopoly

34.8%

Raytheon

Oligopoly

32.9%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.