VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
TransDigm Group Incorporated vs Watsco, 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 analysisWatsco, Inc.
WSO · 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 Watsco, Inc.'s moat claims, evidence, and risks.
View WSO analysisComparison highlights
- Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 72 / 100 for Watsco, Inc.).
- Segment focus: TransDigm Group Incorporated has 3 segments (51.6% in Power & Control); Watsco, Inc. has 1 segment (100% in HVAC/R Distribution).
- Primary market structure: Competitive vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: TransDigm Group Incorporated has 5 moat types across 3 domains; Watsco, Inc. has 4 across 3.
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%
Watsco, Inc.
HVAC/R Distribution
HVAC/R equipment, parts and supplies distribution
North America (U.S., Canada, Mexico, Puerto Rico; export to Latin America/Caribbean)
Licensed HVAC and refrigeration contractors (residential & commercial)
Wholesale distributor
100%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
TransDigm Group Incorporated strengths
Watsco, Inc. strengths
Segment mix
TransDigm Group Incorporated segments
Full profile >Power & Control
Competitive
Airframe
Competitive
Non-aviation
Competitive
Watsco, Inc. segments
Full profile >HVAC/R Distribution
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.