VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

The Campbell's Company vs Novartis AG

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

The Campbell's Company

CPB · The Nasdaq Stock Market LLC

Market cap (USD)$8.3B
Gross margin (TTM)30%
Operating margin (TTM)12.7%
Net margin (TTM)5.7%
SectorConsumer
IndustryPackaged Foods
CountryUS
Data as of2025-12-30
Moat score
61/ 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 The Campbell's Company's moat claims, evidence, and risks.

View CPB analysis

Novartis AG

NOVN · SIX Swiss Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryCH
Data as of2026-01-02
Moat score
65/ 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 Novartis AG's moat claims, evidence, and risks.

View NOVN analysis

Comparison highlights

  • Moat score gap: Novartis AG leads (65 / 100 vs 61 / 100 for The Campbell's Company).
  • Segment focus: The Campbell's Company has 2 segments (59% in Meals & Beverages); Novartis AG has 5 segments (29.3% in Oncology).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: The Campbell's Company has 3 moat types across 2 domains; Novartis AG has 4 across 3.

Primary market context

The Campbell's Company

Meals & Beverages

Market

Branded shelf-stable meals, soup/broth, sauces and beverages (retail + foodservice)

Geography

U.S. and Canada

Customer

Retailers, foodservice distributors, and end-consumers

Role

Branded food manufacturer (CPG)

Revenue share

59%

Novartis AG

Oncology

Market

Oncology and hematology branded medicines (including targeted therapies and radioligand therapy)

Geography

Global

Customer

Oncologists and hospitals; reimbursed by payers; hospital and specialty pharmacy channels

Role

Originator developer, manufacturer, and marketer of oncology therapies

Revenue share

29.3%

Side-by-side metrics

The Campbell's Company
Novartis AG
Ticker / Exchange
CPB - The Nasdaq Stock Market LLC
NOVN - SIX Swiss Exchange
Market cap (USD)
$8.3B
n/a
Gross margin (TTM)
30%
n/a
Operating margin (TTM)
12.7%
n/a
Net margin (TTM)
5.7%
n/a
Sector
Consumer
Healthcare
Industry
Packaged Foods
n/a
HQ country
US
CH
Primary segment
Meals & Beverages
Oncology
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
61 / 100
65 / 100
Moat domains
Demand, Supply
Legal, Supply, Demand
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Brand Trust

The Campbell's Company strengths

Distribution ControlOperational Excellence

Novartis AG strengths

IP Choke PointRegulated Standards PipeCapex Knowhow Scale

Segment mix

The Campbell's Company segments

Full profile >

Meals & Beverages

Competitive

59%

Snacks

Competitive

41%

Novartis AG segments

Full profile >

Cardiovascular, Renal and Metabolic

Oligopoly

17%

Immunology

Oligopoly

18.5%

Neuroscience

Oligopoly

9.4%

Oncology

Oligopoly

29.3%

Established Brands

Competitive

25.8%

Want the full wide moat stocks list?

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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.