VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

ASSA ABLOY AB vs GSK plc

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

ASSA ABLOY AB

ASSA-B · Nasdaq Stockholm

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountrySE
Data as of2026-01-02
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 ASSA ABLOY AB's moat claims, evidence, and risks.

View ASSA-B analysis

GSK plc

GSK · London Stock Exchange

Market cap (USD)$73.6B
Gross margin (TTM)72.4%
Operating margin (TTM)23.5%
Net margin (TTM)17.1%
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: ASSA ABLOY AB leads (76 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: ASSA ABLOY AB has 5 segments (32.9% in Entrance Systems); GSK plc has 3 segments (37.6% in Specialty Medicines).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: ASSA ABLOY AB has 4 moat types across 2 domains; GSK plc has 4 across 3.

Primary market context

ASSA ABLOY AB

Entrance Systems

Market

Entrance automation and industrial door solutions (pedestrian automatic doors, industrial doors, loading dock equipment, service/maintenance)

Geography

Global

Customer

Commercial/industrial facilities via distributors, installers and service channels

Role

OEM + service/maintenance provider

Revenue share

32.9%

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

ASSA ABLOY AB
GSK plc
Ticker / Exchange
ASSA-B - Nasdaq Stockholm
GSK - London Stock Exchange
Market cap (USD)
n/a
$73.6B
Gross margin (TTM)
n/a
72.4%
Operating margin (TTM)
n/a
23.5%
Net margin (TTM)
n/a
17.1%
Sector
Industrials
Healthcare
Industry
n/a
Drug Manufacturers - General
HQ country
SE
GB
Primary segment
Entrance Systems
Specialty Medicines
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
76 / 100
62 / 100
Moat domains
Demand, Supply
Supply, Legal, Demand
Last update
2026-01-02
2025-12-28

Moat coverage

Shared moat types

Switching Costs General

ASSA ABLOY AB strengths

Installed Base ConsumablesService Field NetworkBrand Trust

GSK plc strengths

Capex Knowhow ScaleCompliance AdvantageIP Choke Point

Segment mix

ASSA ABLOY AB segments

Full profile >

Opening Solutions EMEIA

Oligopoly

16.3%

Opening Solutions Americas

Oligopoly

29.4%

Opening Solutions Asia Pacific

Competitive

5.5%

Global Technologies

Oligopoly

16%

Entrance Systems

Oligopoly

32.9%

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?

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.