VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Sunday, January 11, 2026
Stock Comparison
TransDigm Group Incorporated vs Ulta Beauty, 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
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 analysisUlta Beauty, Inc.
ULTA · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Ulta Beauty, Inc.'s moat claims, evidence, and risks.
View ULTA analysisComparison highlights
- Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 58 / 100 for Ulta Beauty, Inc.).
- Segment focus: TransDigm Group Incorporated has 3 segments (51.6% in Power & Control); Ulta Beauty, Inc. has 3 segments (94% in Beauty Products Retail).
- Primary market structure: Competitive vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: TransDigm Group Incorporated has 5 moat types across 3 domains; Ulta Beauty, Inc. has 8 across 5.
Primary market context
TransDigm Group Incorporated
Power & Control
Highly engineered aerospace power & control components (OEM and aftermarket)
Global
Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors
Tier 2/3 component OEM, aftermarket spares, repair/overhaul
51.6%
Ulta Beauty, Inc.
Beauty Products Retail
U.S. beauty products retail (specialty omnichannel beauty retailer)
United States
Consumers (end-users) shopping in-store and online
Specialty retailer / distributor
94%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
TransDigm Group Incorporated strengths
Ulta Beauty, Inc. strengths
Segment mix
TransDigm Group Incorporated segments
Full profile >Power & Control
Competitive
Airframe
Competitive
Non-aviation
Competitive
Ulta Beauty, Inc. segments
Full profile >Beauty Products Retail
Competitive
Beauty Services
Competitive
Platform Monetization (Retail Media, Credit Cards, Partner Royalties, Deferred Revenue)
Competitive
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View expansion-stage stocksCuration & 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.