VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

FANUC CORPORATION vs Gilead Sciences, Inc.

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

FANUC CORPORATION

6954 · Tokyo Stock Exchange

Market cap (USD)$35.8B
SectorIndustrials
CountryJP
Data as of2025-12-28
Moat score
76/ 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 FANUC CORPORATION's moat claims, evidence, and risks.

View 6954 analysis

Gilead Sciences, Inc.

GILD · NASDAQ Global Select Market

Market cap (USD)$155.6B
SectorHealthcare
CountryUS
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 Gilead Sciences, Inc.'s moat claims, evidence, and risks.

View GILD analysis

Comparison highlights

  • Moat score gap: FANUC CORPORATION leads (76 / 100 vs 74 / 100 for Gilead Sciences, Inc.).
  • Segment focus: FANUC CORPORATION has 4 segments (41.3% in Industrial Robots (ROBOT) - robot systems and controllers); Gilead Sciences, Inc. has 5 segments (68.5% in HIV).
  • Moat breadth: FANUC CORPORATION has 6 moat types across 3 domains; Gilead Sciences, Inc. has 8 across 3.

Primary market context

FANUC CORPORATION

Industrial Robots (ROBOT) - robot systems and controllers

Market

Industrial robot systems for welding, handling, assembly, painting, machine tending, etc.

Geography

Global

Customer

Manufacturers (automotive, electronics, general industry)

Role

Robot OEM (hardware + controllers)

Revenue share

41.3%

Gilead Sciences, Inc.

HIV

Market

HIV treatment and prevention medicines (antiretroviral therapy and PrEP)

Geography

Global (U.S. and Europe are major markets)

Customer

Patients/prescribers; reimbursed by public and private payers; distributed via wholesalers and specialty pharmacies

Role

Drug developer and marketing authorization holder

Revenue share

68.5%

Side-by-side metrics

FANUC CORPORATION
Gilead Sciences, Inc.
Ticker / Exchange
6954 - Tokyo Stock Exchange
GILD - NASDAQ Global Select Market
Market cap (USD)
$35.8B
$155.6B
Sector
Industrials
Healthcare
HQ country
JP
US
Primary segment
Industrial Robots (ROBOT) - robot systems and controllers
HIV
Market structure
Oligopoly
Oligopoly
Market share
12%-15% (implied)
50%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
74 / 100
Moat domains
Network, Supply, Demand
Demand, Legal, Supply
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Service Field NetworkBrand Trust

FANUC CORPORATION strengths

De Facto StandardCapacity MoatEcosystem ComplementsInstalled Base Consumables

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralIP Choke PointCapex Knowhow ScaleCompliance AdvantageRegulated Standards Pipe

Segment mix

FANUC CORPORATION segments

Full profile >

Factory Automation (FA) - CNC, servos, lasers

Oligopoly

24.4%

Industrial Robots (ROBOT) - robot systems and controllers

Oligopoly

41.3%

ROBOMACHINE - ROBODRILL, ROBOSHOT, ROBOCUT

Competitive

17.3%

Service - parts, maintenance, and customer support

Quasi-Monopoly

17%

Gilead Sciences, Inc. segments

Full profile >

HIV

Oligopoly

68.5%

Oncology (Cell Therapy + Trodelvy)

Oligopoly

11.5%

Liver Disease

Oligopoly

10.6%

Veklury (Remdesivir)

Competitive

6.3%

Other Products

Competitive

3.1%

Want the full wide moat stocks list?

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

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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.