VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Amgen Inc. vs GSK plc

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

Amgen Inc.

AMGN · Nasdaq Stock Market

Market cap (USD)$202B
Gross margin (TTM)70.5%
Operating margin (TTM)28%
Net margin (TTM)21%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-22
Moat score
70/ 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 Amgen Inc.'s moat claims, evidence, and risks.

View AMGN analysis

GSK plc

GSK · London Stock Exchange

Market cap (USD)$89.3B
Gross margin (TTM)72.5%
Operating margin (TTM)22%
Net margin (TTM)17.5%
SectorHealthcare
IndustryDrug Manufacturers - General
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.

Full stock profile

Dive deeper into GSK plc's moat claims, evidence, and risks.

View GSK analysis

Comparison highlights

  • Moat score gap: Amgen Inc. leads (70 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: Amgen Inc. has 3 segments (80.1% in Core Innovative Medicines); GSK plc has 3 segments (37.6% in Specialty Medicines).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Amgen Inc. has 5 moat types across 3 domains; GSK plc has 4 across 3.

Primary market context

Amgen Inc.

Core Innovative Medicines

Market

Branded biopharmaceutical therapies for common diseases (bone health, inflammation, oncology, cardiovascular and other specialty areas)

Geography

Global

Customer

Payers, providers, and pharmacies

Role

Drug developer/manufacturer

Revenue share

80.1%

GSK plc

Specialty Medicines

Market

Branded specialty pharmaceuticals (HIV, oncology, immunology/respiratory)

Geography

Global

Customer

Hospitals, specialist physicians, payers

Role

Innovator & branded manufacturer

Revenue share

37.6%

Side-by-side metrics

Amgen Inc.
GSK plc
Ticker / Exchange
AMGN - Nasdaq Stock Market
GSK - London Stock Exchange
Market cap (USD)
$202B
$89.3B
Gross margin (TTM)
70.5%
72.5%
Operating margin (TTM)
28%
22%
Net margin (TTM)
21%
17.5%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Drug Manufacturers - General
HQ country
US
GB
Primary segment
Core Innovative Medicines
Specialty Medicines
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
70 / 100
62 / 100
Moat domains
Legal, Supply, Demand
Supply, Legal, Demand
Last update
2025-12-22
2025-12-28

Moat coverage

Shared moat types

IP Choke PointCapex Knowhow Scale

Amgen Inc. strengths

Regulated Standards PipeBrand TrustLearning Curve Yield

GSK plc strengths

Compliance AdvantageSwitching Costs General

Segment mix

Amgen Inc. segments

Full profile >

Core Innovative Medicines

Competitive

80.1%

Rare Disease Portfolio (Horizon + others)

Quasi-Monopoly

13.3%

Biosimilars

Oligopoly

6.6%

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

Want the full wide moat stocks list?

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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.