VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Amgen Inc. vs James Hardie Industries 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)
SectorHealthcare
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

James Hardie Industries plc

JHX · ASX

Market cap (USD)
SectorMaterials
CountryIE
Data as of2025-12-28
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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

  • Moat score gap: James Hardie Industries plc leads (74 / 100 vs 70 / 100 for Amgen Inc.).
  • Segment focus: Amgen Inc. has 3 segments (80.1% in Core Innovative Medicines); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Amgen Inc. has 5 moat types across 3 domains; James Hardie Industries plc has 5 across 2.

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%

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

Amgen Inc.
James Hardie Industries plc
Ticker / Exchange
AMGN - Nasdaq Stock Market
JHX - ASX
Market cap (USD)
n/a
n/a
Sector
Healthcare
Materials
HQ country
US
IE
Primary segment
Core Innovative Medicines
Siding & Trim
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
88%-92% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
74 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand
Last update
2025-12-22
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow ScaleBrand Trust

Amgen Inc. strengths

IP Choke PointRegulated Standards PipeLearning Curve Yield

James Hardie Industries plc strengths

Long Term ContractsOperational ExcellenceDistribution Control

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%

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

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.