VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
TransDigm Group Incorporated vs Workday, 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 analysisWorkday, Inc.
WDAY · 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 Workday, Inc.'s moat claims, evidence, and risks.
View WDAY analysisComparison highlights
- Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 71 / 100 for Workday, Inc.).
- Segment focus: TransDigm Group Incorporated has 3 segments (51.6% in Power & Control); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
- Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: TransDigm Group Incorporated has 5 moat types across 3 domains; Workday, Inc. has 5 across 2.
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%
Workday, Inc.
Subscription services (Workday cloud applications + platform)
Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)
Global
Medium to large organizations (including higher education and government)
SaaS application vendor and extensible platform provider
91.4%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
TransDigm Group Incorporated strengths
Workday, Inc. strengths
Segment mix
TransDigm Group Incorporated segments
Full profile >Power & Control
Competitive
Airframe
Competitive
Non-aviation
Competitive
Workday, Inc. segments
Full profile >Subscription services (Workday cloud applications + platform)
Oligopoly
Professional services (deployment, optimization, training)
Competitive
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View the moat stocks listCuration & 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.