VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Safran vs Thermo Fisher Scientific Inc.

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

Safran

SAF · Euronext Paris

Market cap (USD)
SectorIndustrials
CountryFR
Data as of2025-12-28
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 Safran's moat claims, evidence, and risks.

View SAF analysis

Thermo Fisher Scientific Inc.

TMO · New York Stock Exchange

Market cap (USD)$213.3B
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
64/ 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 Thermo Fisher Scientific Inc.'s moat claims, evidence, and risks.

View TMO analysis

Comparison highlights

  • Moat score gap: Safran leads (74 / 100 vs 64 / 100 for Thermo Fisher Scientific Inc.).
  • Segment focus: Safran has 3 segments (50% in Propulsion); Thermo Fisher Scientific Inc. has 4 segments (53.6% in Laboratory Products and Biopharma Services).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Safran has 8 moat types across 3 domains; Thermo Fisher Scientific Inc. has 8 across 3.

Primary market context

Safran

Propulsion

Market

Aircraft propulsion (commercial, military and helicopter engines) and engine aftermarket (spares, MRO, RPFH)

Geography

Global

Customer

Aircraft OEMs, airlines/lessors, MRO operators, and militaries

Role

Engine OEM + aftermarket service provider (incl. CFM JV participation)

Revenue share

50%

Thermo Fisher Scientific Inc.

Laboratory Products and Biopharma Services

Market

Laboratory supplies distribution/market channel plus outsourced biopharma services (CDMO/CRO)

Geography

Global

Customer

Pharma & biotech; academic/government labs; industrial and clinical laboratories

Role

Distributor/market channel and outsourced services provider

Revenue share

53.6%

Side-by-side metrics

Safran
Thermo Fisher Scientific Inc.
Ticker / Exchange
SAF - Euronext Paris
TMO - New York Stock Exchange
Market cap (USD)
n/a
$213.3B
Sector
Industrials
Healthcare
HQ country
FR
US
Primary segment
Propulsion
Laboratory Products and Biopharma Services
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
74 / 100
64 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal
Last update
2025-12-28
2025-12-22

Moat coverage

Shared moat types

Installed Base ConsumablesRegulated Standards PipeService Field Network

Safran strengths

Long Term ContractsCapex Knowhow ScaleDesign In QualificationGovernment Contracting RelationshipsOperational Excellence

Thermo Fisher Scientific Inc. strengths

Format Lock InBrand TrustDistribution ControlProcurement InertiaCapacity Moat

Segment mix

Safran segments

Full profile >

Propulsion

Oligopoly

50%

Equipment & Defense

Oligopoly

38.9%

Aircraft Interiors

Competitive

11.1%

Thermo Fisher Scientific Inc. segments

Full profile >

Life Sciences Solutions

Oligopoly

19%

Analytical Instruments

Oligopoly

17%

Specialty Diagnostics

Oligopoly

10.4%

Laboratory Products and Biopharma Services

Competitive

53.6%

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.