VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

AstraZeneca PLC vs Hims & Hers Health, Inc.

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)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryGB
Data as of2026-01-02
Moat score
71/ 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

Hims & Hers Health, Inc.

HIMS · New York Stock Exchange

Market cap (USD)$7.2B
Gross margin (TTM)75%
Operating margin (TTM)5.2%
Net margin (TTM)6.1%
SectorHealthcare
IndustryMedical - Equipment & Services
CountryUS
Data as of2025-12-29
Moat score
51/ 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 Hims & Hers Health, Inc.'s moat claims, evidence, and risks.

View HIMS analysis

Comparison highlights

  • Moat score gap: AstraZeneca PLC leads (71 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: AstraZeneca PLC has 6 segments (41% in Oncology); Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: AstraZeneca PLC has 4 moat types across 3 domains; Hims & Hers Health, Inc. has 3 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

41%

Hims & Hers Health, Inc.

Online Platform

Market

Direct-to-consumer telehealth + subscription pharmacy (cash-pay) for lifestyle and chronic conditions

Geography

Primarily United States

Customer

Consumers (end-users), paid out-of-pocket; supported by affiliated provider networks and pharmacy fulfillment

Role

D2C digital health platform + fulfillment (mail-order pharmacy and partners)

Revenue share

97.4%

Side-by-side metrics

AstraZeneca PLC
Hims & Hers Health, Inc.
Ticker / Exchange
AZN - London Stock Exchange
HIMS - New York Stock Exchange
Market cap (USD)
n/a
$7.2B
Gross margin (TTM)
n/a
75%
Operating margin (TTM)
n/a
5.2%
Net margin (TTM)
n/a
6.1%
Sector
Healthcare
Healthcare
Industry
n/a
Medical - Equipment & Services
HQ country
GB
US
Primary segment
Oncology
Online Platform
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
71 / 100
51 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2026-01-02
2025-12-29

Moat coverage

Shared moat types

Brand Trust

AstraZeneca PLC strengths

Regulated Standards PipeIP Choke PointCapex Knowhow Scale

Hims & Hers Health, Inc. strengths

Habit DefaultOperational Excellence

Segment mix

AstraZeneca PLC segments

Full profile >

Oncology

Oligopoly

41%

Cardiovascular, Renal and Metabolism (CVRM)

Competitive

23%

Respiratory & Immunology (R&I)

Oligopoly

15%

Vaccines & Immune Therapies (V&I)

Oligopoly

3%

Rare Disease

Oligopoly

16%

Other Medicines

Competitive

2%

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

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.