VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Broadridge Financial Solutions, Inc. vs Vertex Pharmaceuticals Incorporated

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

Broadridge Financial Solutions, Inc.

BR · New York Stock Exchange

Market cap (USD)$26.1B
Gross margin (TTM)31.3%
Operating margin (TTM)17.6%
Net margin (TTM)13.1%
SectorTechnology
IndustrySoftware - Services
CountryUS
Data as of2025-12-26
Moat score
91/ 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 Broadridge Financial Solutions, Inc.'s moat claims, evidence, and risks.

View BR analysis

Vertex Pharmaceuticals Incorporated

VRTX · NASDAQ

Market cap (USD)$119B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
IndustryBiotechnology
CountryUS
Data as of2026-01-08
Moat score
99/ 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 Vertex Pharmaceuticals Incorporated's moat claims, evidence, and risks.

View VRTX analysis

Comparison highlights

  • Moat score gap: Vertex Pharmaceuticals Incorporated leads (99 / 100 vs 91 / 100 for Broadridge Financial Solutions, Inc.).
  • Segment focus: Broadridge Financial Solutions, Inc. has 2 segments (74.2% in Investor Communication Solutions); Vertex Pharmaceuticals Incorporated has 3 segments (99.9% in Cystic Fibrosis CFTR Modulators).
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Broadridge Financial Solutions, Inc. has 5 moat types across 4 domains; Vertex Pharmaceuticals Incorporated has 7 across 4.

Primary market context

Broadridge Financial Solutions, Inc.

Investor Communication Solutions

Market

Proxy distribution, vote processing, and regulatory investor communications

Geography

Primarily United States (with select international services)

Customer

Public companies, mutual funds, banks and broker-dealers, asset managers

Role

Outsourced intermediary for shareholder communications and proxy voting workflows

Revenue share

74.2%

Vertex Pharmaceuticals Incorporated

Cystic Fibrosis CFTR Modulators

Market

CFTR modulator therapies for cystic fibrosis

Geography

U.S., Europe, Australia, Canada

Customer

Patients (via specialty pharmacies/payers); CF care centers

Role

Drug developer/manufacturer

Revenue share

99.9%

Side-by-side metrics

Broadridge Financial Solutions, Inc.
Vertex Pharmaceuticals Incorporated
Ticker / Exchange
BR - New York Stock Exchange
VRTX - NASDAQ
Market cap (USD)
$26.1B
$119B
Gross margin (TTM)
31.3%
n/a
Operating margin (TTM)
17.6%
n/a
Net margin (TTM)
13.1%
n/a
Sector
Technology
Healthcare
Industry
Software - Services
Biotechnology
HQ country
US
US
Primary segment
Investor Communication Solutions
Cystic Fibrosis CFTR Modulators
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
85%-95% (estimated)
70%-78% (reported)
HHI estimate
8,200
n/a
Pricing power
Moderate
Strong
Moat score
91 / 100
99 / 100
Moat domains
Legal, Supply, Network, Demand
Legal, Demand, Financial, Supply
Last update
2025-12-26
2026-01-08

Moat coverage

Shared moat types

Regulated Standards PipeSwitching Costs General

Broadridge Financial Solutions, Inc. strengths

Scale Economies Unit CostTwo Sided NetworkInteroperability Hub

Vertex Pharmaceuticals Incorporated strengths

IP Choke PointGovernment Contracting RelationshipsBenchmark Pricing PowerService Field NetworkCapacity Moat

Segment mix

Broadridge Financial Solutions, Inc. segments

Full profile >

Investor Communication Solutions

Quasi-Monopoly

74.2%

Global Technology and Operations

Oligopoly

25.8%

Vertex Pharmaceuticals Incorporated segments

Full profile >

Cystic Fibrosis CFTR Modulators

Quasi-Monopoly

99.9%

Hemoglobinopathies Gene Therapy (CASGEVY)

Oligopoly

0.1%

Acute Pain (JOURNAVX)

Competitive

n/a

Want the full wide moat stocks list?

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

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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.