VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

RTX Corporation vs Vertiv Holdings Co

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

RTX Corporation

RTX · New York Stock Exchange

Market cap (USD)$241.5B
Gross margin (TTM)20.2%
Operating margin (TTM)10.4%
Net margin (TTM)8%
SectorIndustrials
IndustryAerospace & Defense
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

Vertiv Holdings Co

VRT · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryUS
Data as of2026-04-25
Moat score
74/ 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 Vertiv Holdings Co's moat claims, evidence, and risks.

View VRT analysis

Comparison highlights

  • Moat score gap: Vertiv Holdings Co leads (74 / 100 vs 69 / 100 for RTX Corporation).
  • Segment focus: RTX Corporation has 3 segments (34.8% in Pratt & Whitney); Vertiv Holdings Co has 3 segments (85% in Data center critical digital infrastructure).
  • Moat breadth: RTX Corporation has 8 moat types across 3 domains; Vertiv Holdings Co has 6 across 3.

Primary market context

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%

Vertiv Holdings Co

Data center critical digital infrastructure

Market

Global data center physical infrastructure for power, thermal management, IT systems, modular infrastructure and lifecycle services

Geography

Global, with FY 2025 company revenue 62% Americas, 20% APAC and 18% EMEA

Customer

Hyperscale, cloud, neocloud, colocation and enterprise data center operators

Role

Power, cooling, integrated infrastructure, controls, racks, services and deployment partner

Revenue share

85%

Side-by-side metrics

RTX Corporation
Vertiv Holdings Co
Ticker / Exchange
RTX - New York Stock Exchange
VRT - New York Stock Exchange
Market cap (USD)
$241.5B
n/a
Gross margin (TTM)
20.2%
n/a
Operating margin (TTM)
10.4%
n/a
Net margin (TTM)
8%
n/a
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Electrical Equipment & Parts
HQ country
US
US
Primary segment
Pratt & Whitney
Data center critical digital infrastructure
Market structure
Oligopoly
Oligopoly
Market share
n/a
16%-18% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
74 / 100
Moat domains
Demand, Legal, Supply
Supply, Demand, Legal
Last update
2026-01-02
2026-04-25

Moat coverage

Shared moat types

Design In QualificationService Field NetworkCapex Knowhow ScaleCompliance Advantage

RTX Corporation strengths

Installed Base ConsumablesRegulated Standards PipeGovernment Contracting RelationshipsLong Term Contracts

Vertiv Holdings Co strengths

Scope EconomiesSwitching Costs General

Segment mix

RTX Corporation segments

Full profile >

Collins Aerospace

Oligopoly

32.1%

Pratt & Whitney

Oligopoly

34.8%

Raytheon

Oligopoly

32.9%

Vertiv Holdings Co segments

Full profile >

Data center critical digital infrastructure

Oligopoly

85%

Communications network critical infrastructure

Competitive

10%

Commercial and industrial critical infrastructure

Competitive

5%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.