Thales SA
XMUN:CSF
Thales SA
XMUN:CSF
Price:
224.9
EUR
-3.23%
Market Closed
Market Cap:
€25.2B
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Economic Moat
Thales has no economic moat
No Moat
Narrow
Wide
Established rivals can offer alternatives to Thales' defense electronics, aircraft systems and security products, leaving customers with credible choices. Its technical expertise and existing contracts help it compete, but do not establish lasting protection across the business against rivals winning future work.
Why Thales has no moat
Lock-in is project-specific
Scale is not exclusive
Expertise does not exclude rivals
The explanation behind each reason
Peer Comparison
4 of 6 peers have a wide moat.
Raytheon Technologies RTX
Wide
High Switching Costs, Intangible Assets
Lockheed Martin LMT
Wide
High Switching Costs, Intangible Assets
General Dynamics GD
Wide
High Switching Costs, Intangible Assets, Efficient Scale
General Electric GE
Wide
High Switching Costs, Intangible Assets
L3Harris Technologies LHX
Narrow
High Switching Costs, Intangible Assets
Airbus AIR
No Moat
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