VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

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Monday, December 29, 2025

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Stock Comparison

Safran vs United Parcel Service, 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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
Moat score
72/ 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 United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

Comparison highlights

  • Moat score gap: Safran leads (74 / 100 vs 72 / 100 for United Parcel Service, Inc.).
  • Segment focus: Safran has 3 segments (50% in Propulsion); United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Safran has 8 moat types across 3 domains; United Parcel Service, 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%

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

Side-by-side metrics

Safran
United Parcel Service, Inc.
Ticker / Exchange
SAF - Euronext Paris
UPS - New York Stock Exchange
Market cap (USD)
n/a
$86.5B
Sector
Industrials
Industrials
HQ country
FR
US
Primary segment
Propulsion
U.S. Domestic Package
Market structure
Oligopoly
Oligopoly
Market share
n/a
34.3% (reported)
HHI estimate
n/a
2,639
Pricing power
Strong
Moderate
Moat score
74 / 100
72 / 100
Moat domains
Demand, Supply, Legal
Supply, Financial, Demand
Last update
2025-12-28
2025-12-22

Moat coverage

Shared moat types

Service Field NetworkOperational Excellence

Safran strengths

Installed Base ConsumablesLong Term ContractsCapex Knowhow ScaleRegulated Standards PipeDesign In QualificationGovernment Contracting Relationships

United Parcel Service, Inc. strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerData Workflow LockinBrand TrustScope Economies

Segment mix

Safran segments

Full profile >

Propulsion

Oligopoly

50%

Equipment & Defense

Oligopoly

38.9%

Aircraft Interiors

Competitive

11.1%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

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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.