VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

TransDigm Group Incorporated vs Teleperformance SE

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

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$65.8B
Gross margin (TTM)59%
Operating margin (TTM)46.5%
Net margin (TTM)21.6%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-31
Moat score
84/ 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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Teleperformance SE

TEP · Euronext Paris

Market cap (USD)$3.7B
Gross margin (TTM)21.7%
Operating margin (TTM)10.9%
Net margin (TTM)5%
SectorIndustrials
IndustrySpecialty Business Services
CountryFR
Data as of2026-04-25
Moat score
61/ 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 Teleperformance SE's moat claims, evidence, and risks.

View TEP analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 61 / 100 for Teleperformance SE).
  • Segment focus: TransDigm Group Incorporated has 3 segments (51.6% in Power & Control); Teleperformance SE has 2 segments (85.5% in Core Services).
  • Primary market structure: Competitive vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: TransDigm Group Incorporated has 5 moat types across 3 domains; Teleperformance SE has 7 across 3.

Primary market context

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Teleperformance SE

Core Services

Market

Global outsourced customer experience management and digital integrated business process services

Geography

Global, serving around 170 markets from nearly 100 countries

Customer

Multinationals, digital platforms, public-sector agencies and large enterprises outsourcing customer operations

Role

Omnichannel CX, trust and safety, sales, technical support, back-office, AI data services and process transformation operator

Revenue share

85.5%

Side-by-side metrics

TransDigm Group Incorporated
Teleperformance SE
Ticker / Exchange
TDG - New York Stock Exchange
TEP - Euronext Paris
Market cap (USD)
$65.8B
$3.7B
Gross margin (TTM)
59%
21.7%
Operating margin (TTM)
46.5%
10.9%
Net margin (TTM)
21.6%
5%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Specialty Business Services
HQ country
US
FR
Primary segment
Power & Control
Core Services
Market structure
Competitive
Competitive
Market share
n/a
10% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
84 / 100
61 / 100
Moat domains
Demand, Legal, Supply
Supply, Demand, Legal
Last update
2025-12-31
2026-04-25

Moat coverage

Shared moat types

Operational Excellence

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeSmall legacy non-aviation portfolio

Teleperformance SE strengths

Scale Economies Unit CostProcurement InertiaScope EconomiesBrand TrustLong Term ContractsCompliance Advantage

Segment mix

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

Teleperformance SE segments

Full profile >

Core Services

Competitive

85.5%

Specialized Services

Oligopoly

14.5%

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.