VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 7, 2026

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Stock Comparison

Safran vs Tesla, Inc.

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

Safran

SAF · Euronext Paris

Market cap (USD)$131.7B
Gross margin (TTM)32.8%
Operating margin (TTM)14.4%
Net margin (TTM)10.8%
SectorIndustrials
IndustryAerospace & Defense
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

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

Comparison highlights

  • Moat score gap: Tesla, Inc. leads (75 / 100 vs 74 / 100 for Safran).
  • Segment focus: Safran has 3 segments (50% in Propulsion); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Safran has 8 moat types across 3 domains; Tesla, Inc. has 9 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%

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

Side-by-side metrics

Safran
Tesla, Inc.
Ticker / Exchange
SAF - Euronext Paris
TSLA - NASDAQ
Market cap (USD)
$131.7B
$1.5T
Gross margin (TTM)
32.8%
17%
Operating margin (TTM)
14.4%
4.7%
Net margin (TTM)
10.8%
5.5%
Sector
Industrials
Consumer
Industry
Aerospace & Defense
Auto - Manufacturers
HQ country
FR
US
Primary segment
Propulsion
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Oligopoly
Competitive
Market share
n/a
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
74 / 100
75 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Demand
Last update
2025-12-28
2026-01-05

Moat coverage

Shared moat types

Capex Knowhow ScaleService Field Network

Safran strengths

Installed Base ConsumablesLong Term ContractsRegulated Standards PipeDesign In QualificationGovernment Contracting RelationshipsOperational Excellence

Tesla, Inc. strengths

Data Network EffectsBrand TrustPhysical Network DensitySwitching Costs GeneralScope EconomiesData Workflow LockinScale Economies Unit Cost

Segment mix

Safran segments

Full profile >

Propulsion

Oligopoly

50%

Equipment & Defense

Oligopoly

38.9%

Aircraft Interiors

Competitive

11.1%

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

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

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.