VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Safran vs Vertiv Holdings Co

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

Safran

SAF · Euronext Paris

Market cap (USD)$131.3B
Gross margin (TTM)30.5%
Operating margin (TTM)14.2%
Net margin (TTM)11.1%
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

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: both at 74 / 100.
  • Segment focus: Safran has 3 segments (50% in Propulsion); Vertiv Holdings Co has 3 segments (85% in Data center critical digital infrastructure).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Safran has 8 moat types across 3 domains; Vertiv Holdings Co has 6 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%

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

Safran
Vertiv Holdings Co
Ticker / Exchange
SAF - Euronext Paris
VRT - New York Stock Exchange
Market cap (USD)
$131.3B
n/a
Gross margin (TTM)
30.5%
n/a
Operating margin (TTM)
14.2%
n/a
Net margin (TTM)
11.1%
n/a
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Electrical Equipment & Parts
HQ country
FR
US
Primary segment
Propulsion
Data center critical digital infrastructure
Market structure
Oligopoly
Oligopoly
Market share
n/a
16%-18% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
74 / 100
74 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-28
2026-04-25

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In QualificationService Field Network

Safran strengths

Installed Base ConsumablesLong Term ContractsRegulated Standards PipeGovernment Contracting RelationshipsOperational Excellence

Vertiv Holdings Co strengths

Scope EconomiesSwitching Costs GeneralCompliance Advantage

Segment mix

Safran segments

Full profile >

Propulsion

Oligopoly

50%

Equipment & Defense

Oligopoly

38.9%

Aircraft Interiors

Competitive

11.1%

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.