VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

AstraZeneca PLC vs Lotus Bakeries NV

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)$211.1B
Gross margin (TTM)75.2%
Operating margin (TTM)22%
Net margin (TTM)16.3%
SectorHealthcare
IndustryDrug Manufacturers - General
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

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$6.9B
Gross margin (TTM)28.7%
Operating margin (TTM)16.5%
Net margin (TTM)12.3%
SectorConsumer
IndustryPackaged Foods
CountryBE
Data as of2026-01-06
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 Lotus Bakeries NV's moat claims, evidence, and risks.

View LOTB analysis

Comparison highlights

  • Moat score gap: AstraZeneca PLC leads (71 / 100 vs 64 / 100 for Lotus Bakeries NV).
  • Segment focus: AstraZeneca PLC has 6 segments (41% in Oncology); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Moat breadth: AstraZeneca PLC has 4 moat types across 3 domains; Lotus Bakeries NV has 5 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%

Lotus Bakeries NV

Lotus Biscoff

Market

Branded caramelised biscuits (speculoos) and Biscoff spread

Geography

Global

Customer

Consumers via retail and away-from-home channels

Role

Brand owner and manufacturer

Revenue share

56%

Side-by-side metrics

AstraZeneca PLC
Lotus Bakeries NV
Ticker / Exchange
AZN - London Stock Exchange
LOTB - Euronext Brussels
Market cap (USD)
$211.1B
$6.9B
Gross margin (TTM)
75.2%
28.7%
Operating margin (TTM)
22%
16.5%
Net margin (TTM)
16.3%
12.3%
Sector
Healthcare
Consumer
Industry
Drug Manufacturers - General
Packaged Foods
HQ country
GB
BE
Primary segment
Oncology
Lotus Biscoff
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
71 / 100
64 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2026-01-02
2026-01-06

Moat coverage

Shared moat types

Capex Knowhow ScaleBrand Trust

AstraZeneca PLC strengths

Regulated Standards PipeIP Choke Point

Lotus Bakeries NV strengths

Habit DefaultCapacity MoatDistribution Control

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%

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

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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.