VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Roche Holding AG vs TransDigm Group Incorporated

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

Roche Holding AG

ROG · SIX Swiss Exchange

Market cap (USD)
SectorHealthcare
CountryCH
Data as of2025-12-28
Moat score
68/ 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 Roche Holding AG's moat claims, evidence, and risks.

View ROG 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 68 / 100 for Roche Holding AG).
  • Segment focus: Roche Holding AG has 2 segments (76.3% in Pharmaceuticals); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Roche Holding AG has 5 moat types across 3 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

Roche Holding AG

Pharmaceuticals

Market

Innovative (branded) prescription pharmaceuticals

Geography

Global

Customer

Healthcare providers and systems (hospitals/clinics), payers/governments, and patients

Role

Innovator pharmaceutical developer, manufacturer and marketer

Revenue share

76.3%

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

Roche Holding AG
TransDigm Group Incorporated
Ticker / Exchange
ROG - SIX Swiss Exchange
TDG - New York Stock Exchange
Market cap (USD)
n/a
$74.1B
Sector
Healthcare
Industrials
HQ country
CH
US
Primary segment
Pharmaceuticals
Power & Control
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
68 / 100
84 / 100
Moat domains
Legal, Supply, Demand
Demand, Legal, Supply
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

Installed Base ConsumablesRegulated Standards Pipe

Roche Holding AG strengths

IP Choke PointCapex Knowhow ScaleData Workflow Lockin

TransDigm Group Incorporated strengths

Design In QualificationOperational ExcellenceSmall legacy non-aviation portfolio

Segment mix

Roche Holding AG segments

Full profile >

Pharmaceuticals

Competitive

76.3%

Diagnostics

Oligopoly

23.7%

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.