WIDE MOAT STOCKS COMPARISON

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Stock Comparison

AstraZeneca PLC vs Bristol-Myers Squibb Company

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

AstraZeneca PLC

AZN · London Stock Exchange

Market cap (USD)$251.7B
Gross margin (TTM)79.3%
Operating margin (TTM)22.7%
Net margin (TTM)17%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryGB
Data as of2026-08-23
Moat score
69/ 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 AstraZeneca PLC's moat claims, evidence, and risks.

View AZN analysis

Bristol-Myers Squibb Company

BMY · New York Stock Exchange

Market cap (USD)$136.5B
Gross margin (TTM)70.2%
Operating margin (TTM)28.3%
Net margin (TTM)18.9%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2026-08-23
Moat score
64/ 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 Bristol-Myers Squibb Company's moat claims, evidence, and risks.

View BMY analysis

Comparison highlights

  • Moat score gap: AstraZeneca PLC leads (69 / 100 vs 64 / 100 for Bristol-Myers Squibb Company).
  • Segment focus: AstraZeneca PLC has 6 segments (46% in Oncology); Bristol-Myers Squibb Company has 5 segments (34.5% in Eliquis franchise (apixaban)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: AstraZeneca PLC has 1 moat types across 1 domains; Bristol-Myers Squibb Company has 2 across 2.

Primary market context

AstraZeneca PLC

Oncology

Market

Innovator oncology therapeutics (branded prescription medicines)

Geography

Global

Customer

Hospitals, oncology clinics, payers

Role

Innovator biopharmaceutical company

Revenue share

46%

Bristol-Myers Squibb Company

Eliquis franchise (apixaban)

Market

Direct oral anticoagulants (DOACs) for stroke prevention in NVAF and treatment/prevention of DVT/PE

Geography

Global

Customer

Payers, PBMs, hospitals, clinics, pharmacies

Role

Branded drug manufacturer (co-commercialization alliance)

Revenue share

34.5%

Side-by-side metrics

AstraZeneca PLC
Bristol-Myers Squibb Company
Ticker / Exchange
AZN - London Stock Exchange
BMY - New York Stock Exchange
Market cap (USD)
$251.7B
$136.5B
Gross margin (TTM)
79.3%
70.2%
Operating margin (TTM)
22.7%
28.3%
Net margin (TTM)
17%
18.9%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Drug Manufacturers - General
HQ country
GB
US
Primary segment
Oncology
Eliquis franchise (apixaban)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
69 / 100
64 / 100
Moat domains
Legal
Legal, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

IP Choke Point

AstraZeneca PLC strengths

No unique moat types yet.

Bristol-Myers Squibb Company strengths

Capex Knowhow Scale

Segment mix

AstraZeneca PLC segments

Full profile >

Oncology

Oligopoly

46%

Cardiovascular, Renal and Metabolism (CVRM)

Competitive

19.9%

Respiratory & Immunology (R&I)

Oligopoly

15.5%

Infectious Disease

Oligopoly

1%

Rare Disease

Oligopoly

16%

Other Medicines

Competitive

1.6%

Bristol-Myers Squibb Company segments

Full profile >

Eliquis franchise (apixaban)

Oligopoly

34.5%

Immuno-oncology checkpoint inhibitors (Opdivo/Yervoy/Opdualag)

Oligopoly

29.8%

Hematology (Revlimid/Pomalyst/Reblozyl)

Competitive

10.5%

Immunology (Orencia/Sotyktu)

Competitive

8.6%

Other specialty & emerging products (CAR-T, cardiomyopathy, neuroscience, and mature brands)

Competitive

16.5%

Act on this comparison

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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.