VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

American Water Works Company, Inc. vs Johnson & Johnson

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

American Water Works Company, Inc.

AWK · New York Stock Exchange

Market cap (USD)$25B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorUtilities
Industry
CountryUS
Data as of2026-01-09
Moat score
79/ 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 American Water Works Company, Inc.'s moat claims, evidence, and risks.

View AWK analysis

Johnson & Johnson

JNJ · New York Stock Exchange

Market cap (USD)$492.4B
Gross margin (TTM)68.1%
Operating margin (TTM)26.1%
Net margin (TTM)27.3%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-21
Moat score
61/ 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 Johnson & Johnson's moat claims, evidence, and risks.

View JNJ analysis

Comparison highlights

  • Moat score gap: American Water Works Company, Inc. leads (79 / 100 vs 61 / 100 for Johnson & Johnson).
  • Segment focus: American Water Works Company, Inc. has 2 segments (91.7% in Regulated Businesses); Johnson & Johnson has 2 segments (64.1% in Innovative Medicine).
  • Primary market structure: Monopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: American Water Works Company, Inc. has 8 moat types across 3 domains; Johnson & Johnson has 5 across 3.

Primary market context

American Water Works Company, Inc.

Regulated Businesses

Market

Regulated water and wastewater utility service in certificated/franchised territories

Geography

United States (14-state footprint)

Customer

Residential, commercial, industrial, public authority, fire service, and sale-for-resale customers

Role

Regulated utility owner/operator (water & wastewater)

Revenue share

91.7%

Johnson & Johnson

Innovative Medicine

Market

Branded prescription pharmaceuticals (biopharma)

Geography

Global

Customer

Wholesalers, hospitals, retailers, healthcare professionals, payers

Role

Drug discovery, development, manufacturing, commercialization

Revenue share

64.1%

Side-by-side metrics

American Water Works Company, Inc.
Johnson & Johnson
Ticker / Exchange
AWK - New York Stock Exchange
JNJ - New York Stock Exchange
Market cap (USD)
$25B
$492.4B
Gross margin (TTM)
n/a
68.1%
Operating margin (TTM)
n/a
26.1%
Net margin (TTM)
n/a
27.3%
Sector
Utilities
Healthcare
Industry
n/a
Drug Manufacturers - General
HQ country
US
US
Primary segment
Regulated Businesses
Innovative Medicine
Market structure
Monopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
61 / 100
Moat domains
Legal, Supply, Demand
Legal, Demand, Supply
Last update
2026-01-09
2025-12-21

Moat coverage

Shared moat types

No overlap yet.

American Water Works Company, Inc. strengths

Concession LicensePhysical Network DensityPermits Rights Of WayCompliance AdvantageScale Economies Unit CostLong Term ContractsGovernment Contracting RelationshipsOperational Excellence

Johnson & Johnson strengths

IP Choke PointRegulated Standards PipeTraining Org Change CostsBrand TrustService Field Network

Segment mix

American Water Works Company, Inc. segments

Full profile >

Regulated Businesses

Monopoly

91.7%

Military and Contract Water Services (Other)

Duopoly

8.3%

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.