VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Applied Materials, Inc. vs GSK plc

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

Applied Materials, Inc.

AMAT · The Nasdaq Stock Market LLC

Market cap (USD)$203.3B
SectorTechnology
CountryUS
Data as of2025-12-22
Moat score
76/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

GSK plc

GSK · London Stock Exchange

Market cap (USD)$98.8B
SectorHealthcare
CountryGB
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.

View full moat analysis >

Side-by-side metrics

Applied Materials, Inc.
GSK plc
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
GSK - London Stock Exchange
Market cap (USD)
$203.3B
$98.8B
Sector
Technology
Healthcare
HQ country
US
GB
Primary segment
Semiconductor Systems
Specialty Medicines
Market structure
Oligopoly
Oligopoly
Market share
16%-20% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
76 / 100
62 / 100
Moat domains
Supply, Demand, Legal
Supply, Legal, Demand
Last update
2025-12-22
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow ScaleIP Choke Point

Applied Materials, Inc. strengths

Scope EconomiesDesign In QualificationInstalled Base ConsumablesService Field NetworkLong Term Contracts

GSK plc strengths

Compliance AdvantageSwitching Costs General

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

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 Pricing, features, and availability may be incomplete or out of date.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.