VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 10, 2026

Stock Comparison

Advantech Co., Ltd. vs Vertex Pharmaceuticals Incorporated

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Advantech Co., Ltd.

2395 · Taiwan Stock Exchange

Market cap (USD)$249.3B
Gross margin (TTM)39.8%
Operating margin (TTM)16.2%
Net margin (TTM)14.6%
SectorTechnology
IndustryComputer Hardware
CountryTW
Data as of2025-12-28
Moat score
62/ 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 Advantech Co., Ltd.'s moat claims, evidence, and risks.

View 2395 analysis

Vertex Pharmaceuticals Incorporated

VRTX · NASDAQ

Market cap (USD)$119B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
IndustryBiotechnology
CountryUS
Data as of2026-01-08
Moat score
99/ 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 Vertex Pharmaceuticals Incorporated's moat claims, evidence, and risks.

View VRTX analysis

Comparison highlights

  • Moat score gap: Vertex Pharmaceuticals Incorporated leads (99 / 100 vs 62 / 100 for Advantech Co., Ltd.).
  • Segment focus: Advantech Co., Ltd. has 3 segments (49% in Industrial Computer and Industrial Control); Vertex Pharmaceuticals Incorporated has 3 segments (99.9% in Cystic Fibrosis CFTR Modulators).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Advantech Co., Ltd. has 5 moat types across 3 domains; Vertex Pharmaceuticals Incorporated has 7 across 4.

Primary market context

Advantech Co., Ltd.

Industrial Computer and Industrial Control

Market

Industrial PCs and industrial control computing (industrial automation, edge industrial computing)

Geography

Global

Customer

Industrial enterprises, system integrators, and industrial OEMs

Role

Industrial computing OEM + solution integrator

Revenue share

49%

Vertex Pharmaceuticals Incorporated

Cystic Fibrosis CFTR Modulators

Market

CFTR modulator therapies for cystic fibrosis

Geography

U.S., Europe, Australia, Canada

Customer

Patients (via specialty pharmacies/payers); CF care centers

Role

Drug developer/manufacturer

Revenue share

99.9%

Side-by-side metrics

Advantech Co., Ltd.
Vertex Pharmaceuticals Incorporated
Ticker / Exchange
2395 - Taiwan Stock Exchange
VRTX - NASDAQ
Market cap (USD)
$249.3B
$119B
Gross margin (TTM)
39.8%
n/a
Operating margin (TTM)
16.2%
n/a
Net margin (TTM)
14.6%
n/a
Sector
Technology
Healthcare
Industry
Computer Hardware
Biotechnology
HQ country
TW
US
Primary segment
Industrial Computer and Industrial Control
Cystic Fibrosis CFTR Modulators
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
70%-78% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
62 / 100
99 / 100
Moat domains
Demand, Supply, Network
Legal, Demand, Financial, Supply
Last update
2025-12-28
2026-01-08

Moat coverage

Shared moat types

Service Field Network

Advantech Co., Ltd. strengths

Design In QualificationEcosystem ComplementsData Workflow LockinInstalled Base Consumables

Vertex Pharmaceuticals Incorporated strengths

IP Choke PointGovernment Contracting RelationshipsSwitching Costs GeneralBenchmark Pricing PowerRegulated Standards PipeCapacity Moat

Segment mix

Advantech Co., Ltd. segments

Full profile >

Industrial Computer and Industrial Control

Competitive

49%

Embedded Boards and Chassis

Competitive

41%

After-sales Service and Others

Competitive

10%

Vertex Pharmaceuticals Incorporated segments

Full profile >

Cystic Fibrosis CFTR Modulators

Quasi-Monopoly

99.9%

Hemoglobinopathies Gene Therapy (CASGEVY)

Oligopoly

0.1%

Acute Pain (JOURNAVX)

Competitive

n/a

Want the full wide moat stocks list?

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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.