VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Autodesk, Inc. vs Bristol-Myers Squibb Company

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

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$63.7B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
69/ 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 Autodesk, Inc.'s moat claims, evidence, and risks.

View ADSK analysis

Bristol-Myers Squibb Company

BMY · New York Stock Exchange

Market cap (USD)$110.3B
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
56/ 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 Bristol-Myers Squibb Company's moat claims, evidence, and risks.

View BMY analysis

Comparison highlights

  • Moat score gap: Autodesk, Inc. leads (69 / 100 vs 56 / 100 for Bristol-Myers Squibb Company).
  • Segment focus: Autodesk, Inc. has 5 segments (47.9% in Architecture, Engineering, Construction and Operations (AECO)); Bristol-Myers Squibb Company has 5 segments (27.6% in Eliquis franchise (apixaban)).
  • Moat breadth: Autodesk, Inc. has 7 moat types across 2 domains; Bristol-Myers Squibb Company has 4 across 3.

Primary market context

Autodesk, Inc.

Architecture, Engineering, Construction and Operations (AECO)

Market

Architecture, engineering, construction & operations (AECO) software (BIM, civil design, construction management)

Geography

Global

Customer

B2B / professional

Role

Software vendor (design + construction workflow platform)

Revenue share

47.9%

Bristol-Myers Squibb Company

Eliquis franchise (apixaban)

Market

Direct oral anticoagulants (DOACs) for stroke prevention in NVAF and treatment/prevention of DVT/PE

Geography

Global

Customer

Payers, PBMs, hospitals, clinics, pharmacies

Role

Branded drug manufacturer (co-commercialization alliance)

Revenue share

27.6%

Side-by-side metrics

Autodesk, Inc.
Bristol-Myers Squibb Company
Ticker / Exchange
ADSK - NASDAQ
BMY - New York Stock Exchange
Market cap (USD)
$63.7B
$110.3B
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Architecture, Engineering, Construction and Operations (AECO)
Eliquis franchise (apixaban)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
56 / 100
Moat domains
Demand, Network
Legal, Demand, Supply
Last update
2025-12-29
2025-12-22

Moat coverage

Shared moat types

Procurement Inertia

Autodesk, Inc. strengths

Data Workflow LockinSuite BundlingTwo Sided NetworkFormat Lock InEcosystem ComplementsBrand Trust

Bristol-Myers Squibb Company strengths

IP Choke PointCapex Knowhow ScaleSwitching Costs General

Segment mix

Autodesk, Inc. segments

Full profile >

Architecture, Engineering, Construction and Operations (AECO)

Oligopoly

47.9%

AutoCAD and AutoCAD LT

Quasi-Monopoly

25.6%

Manufacturing (MFG)

Oligopoly

19.4%

Media and Entertainment (M&E)

Competitive

5.1%

Other (Consulting and other products/services)

Competitive

1.9%

Bristol-Myers Squibb Company segments

Full profile >

Eliquis franchise (apixaban)

Oligopoly

27.6%

Immuno-oncology checkpoint inhibitors (Opdivo/Yervoy/Opdualag)

Oligopoly

26.4%

Hematology (Revlimid/Pomalyst/Reblozyl)

Competitive

23%

Immunology (Orencia/Sotyktu)

Competitive

8.1%

Other specialty & emerging products (CAR-T, cardiomyopathy, neuroscience, and mature brands)

Competitive

14.9%

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.