VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Bristol-Myers Squibb Company vs GSK plc

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

Bristol-Myers Squibb Company

BMY · New York Stock Exchange

Market cap (USD)$110.3B
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
56/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

GSK plc

GSK · London Stock Exchange

Market cap (USD)$98.8B
SectorHealthcare
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.

View full moat analysis >

Side-by-side metrics

Bristol-Myers Squibb Company
GSK plc
Ticker / Exchange
BMY - New York Stock Exchange
GSK - London Stock Exchange
Market cap (USD)
$110.3B
$98.8B
Sector
Healthcare
Healthcare
HQ country
US
GB
Primary segment
Eliquis franchise (apixaban)
Specialty Medicines
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
56 / 100
62 / 100
Moat domains
Legal, Demand, Supply
Supply, Legal, Demand
Last update
2025-12-22
2025-12-28

Moat coverage

Shared moat types

IP Choke PointCapex Knowhow ScaleSwitching Costs General

Bristol-Myers Squibb Company strengths

Procurement Inertia

GSK plc strengths

Compliance Advantage

Segment mix

Bristol-Myers Squibb Company segments

Full profile >

Eliquis franchise (apixaban)

Oligopoly

27.6%

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

Oligopoly

26.4%

Hematology (Revlimid/Pomalyst/Reblozyl)

Competitive

23%

Immunology (Orencia/Sotyktu)

Competitive

8.1%

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

Competitive

14.9%

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

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.