VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

TransDigm Group Incorporated vs TransUnion

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)$74.1B
SectorIndustrials
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

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$16.8B
SectorFinancials
CountryUS
Data as of2025-12-23
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 TransUnion's moat claims, evidence, and risks.

View TRU analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 61 / 100 for TransUnion).
  • Segment focus: TransDigm Group Incorporated has 3 segments (51.6% in Power & Control); TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: TransDigm Group Incorporated has 5 moat types across 3 domains; TransUnion has 8 across 4.

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%

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

34.2%

Side-by-side metrics

TransDigm Group Incorporated
TransUnion
Ticker / Exchange
TDG - New York Stock Exchange
TRU - New York Stock Exchange
Market cap (USD)
$74.1B
$16.8B
Sector
Industrials
Financials
HQ country
US
US
Primary segment
Power & Control
U.S. Markets - Financial Services
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
61 / 100
Moat domains
Demand, Legal, Supply
Network, Demand, Legal, Supply
Last update
2025-12-31
2025-12-23

Moat coverage

Shared moat types

No overlap yet.

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

TransUnion strengths

Standards RegistryData Network EffectsData Workflow LockinCompliance AdvantageScope EconomiesBrand TrustHabit DefaultDe Facto Standard

Segment mix

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

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.