VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Oriental Land Co., Ltd. vs Sanofi

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

Oriental Land Co., Ltd.

4661 · Tokyo Stock Exchange

Market cap (USD)
SectorConsumer
CountryJP
Data as of2025-12-30
Moat score
95/ 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 Oriental Land Co., Ltd.'s moat claims, evidence, and risks.

View 4661 analysis

Sanofi

SAN · Euronext Paris

Market cap (USD)
SectorHealthcare
CountryFR
Data as of2025-12-30
Moat score
74/ 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 Sanofi's moat claims, evidence, and risks.

View SAN analysis

Comparison highlights

  • Moat score gap: Oriental Land Co., Ltd. leads (95 / 100 vs 74 / 100 for Sanofi).
  • Segment focus: Oriental Land Co., Ltd. has 3 segments (81.3% in Theme Park Segment); Sanofi has 3 segments (79.8% in Pharma (Prescription Medicines)).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Oriental Land Co., Ltd. has 5 moat types across 4 domains; Sanofi has 5 across 3.

Primary market context

Oriental Land Co., Ltd.

Theme Park Segment

Market

Large-scale destination theme parks in Japan (Tokyo Disney Resort parks: Tokyo Disneyland and Tokyo DisneySea)

Geography

Japan (with inbound tourism)

Customer

Consumers (domestic residents and inbound tourists), plus group/agency channels

Role

Owner/operator of theme parks under licensed IP

Revenue share

81.3%

Sanofi

Pharma (Prescription Medicines)

Market

Branded prescription pharmaceuticals (immunology, rare disease, neurology, oncology, general medicines)

Geography

Global

Customer

Patients via payers/providers and channel partners (wholesalers, pharmacies, hospitals)

Role

Research-based drug developer, manufacturer, and marketer

Revenue share

79.8%

Side-by-side metrics

Oriental Land Co., Ltd.
Sanofi
Ticker / Exchange
4661 - Tokyo Stock Exchange
SAN - Euronext Paris
Market cap (USD)
n/a
n/a
Sector
Consumer
Healthcare
HQ country
JP
FR
Primary segment
Theme Park Segment
Pharma (Prescription Medicines)
Market structure
Duopoly
Oligopoly
Market share
62%-65% (implied)
n/a
HHI estimate
5,349
n/a
Pricing power
Strong
Moderate
Moat score
95 / 100
74 / 100
Moat domains
Legal, Demand, Supply, Network
Legal, Supply, Demand
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Brand TrustDistribution Control

Oriental Land Co., Ltd. strengths

Content Rights CurrencyCapex Knowhow ScaleEcosystem Complements

Sanofi strengths

Regulated Standards PipeIP Choke PointLearning Curve Yield

Segment mix

Oriental Land Co., Ltd. segments

Full profile >

Theme Park Segment

Duopoly

81.3%

Hotel Business Segment

Oligopoly

16.2%

Other Business Segment

Competitive

2.5%

Sanofi segments

Full profile >

Pharma (Prescription Medicines)

Oligopoly

79.8%

Vaccines

Oligopoly

20.2%

Opella (Consumer Healthcare - Sanofi minority stake)

Competitive

n/a

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.