VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

TransDigm Group Incorporated vs Tradeweb Markets Inc.

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)$77B
Gross margin (TTM)60.2%
Operating margin (TTM)47.2%
Net margin (TTM)23.5%
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

Tradeweb Markets Inc.

TW · Nasdaq Global Select Market

Market cap (USD)$23.6B
Gross margin (TTM)66.7%
Operating margin (TTM)40.3%
Net margin (TTM)31.6%
SectorFinancials
IndustryFinancial - Capital Markets
CountryUS
Data as of2026-01-06
Moat score
70/ 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 Tradeweb Markets Inc.'s moat claims, evidence, and risks.

View TW analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 70 / 100 for Tradeweb Markets Inc.).
  • Segment focus: TransDigm Group Incorporated has 3 segments (51.6% in Power & Control); Tradeweb Markets Inc. has 6 segments (52.4% in Rates).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: TransDigm Group Incorporated has 5 moat types across 3 domains; Tradeweb Markets Inc. has 7 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%

Tradeweb Markets Inc.

Rates

Market

Electronic dealer-to-client and all-to-all trading in rates (government bonds, mortgages/TBA MBS, interest rate swaps)

Geography

Global

Customer

Institutional, wholesale dealers, and retail via ATS

Role

Electronic marketplace / trading venue

Revenue share

52.4%

Side-by-side metrics

TransDigm Group Incorporated
Tradeweb Markets Inc.
Ticker / Exchange
TDG - New York Stock Exchange
TW - Nasdaq Global Select Market
Market cap (USD)
$77B
$23.6B
Gross margin (TTM)
60.2%
66.7%
Operating margin (TTM)
47.2%
40.3%
Net margin (TTM)
23.5%
31.6%
Sector
Industrials
Financials
Industry
Aerospace & Defense
Financial - Capital Markets
HQ country
US
US
Primary segment
Power & Control
Rates
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
70 / 100
Moat domains
Demand, Legal, Supply
Network, Demand, Legal, Supply
Last update
2025-12-31
2026-01-06

Moat coverage

Shared moat types

No overlap yet.

TransDigm Group Incorporated strengths

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

Tradeweb Markets Inc. strengths

Two Sided NetworkData Workflow LockinCompliance AdvantageEcosystem ComplementsLong Term ContractsBrand TrustScope Economies

Segment mix

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

Tradeweb Markets Inc. segments

Full profile >

Rates

Oligopoly

52.4%

Credit

Oligopoly

26.6%

Equities

Competitive

6%

Money Markets

Oligopoly

6.7%

Market Data

Competitive

6.8%

Other

Competitive

1.4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

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.