VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

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Stock Comparison

Constellation Software Inc. vs GSK plc

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

Constellation Software Inc.

CSU · Toronto Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryCA

Data as of2026-01-02

Moat score

74/ 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 Constellation Software Inc.'s moat claims, evidence, and risks.

View CSU analysis

GSK plc

GSK · London Stock Exchange

Market cap (USD)$73.6B

Gross margin (TTM)72.4%

Operating margin (TTM)23.5%

Net margin (TTM)17.1%

SectorHealthcare

IndustryDrug Manufacturers - General

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.

Full stock profile

Dive deeper into GSK plc's moat claims, evidence, and risks.

View GSK analysis

Comparison highlights

Moat score gap: Constellation Software Inc. leads (74 / 100 vs 62 / 100 for GSK plc).
Segment focus: Constellation Software Inc. has 6 segments; GSK plc has 3 segments (37.6% in Specialty Medicines).
Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
Moat breadth: Constellation Software Inc. has 3 moat types across 2 domains; GSK plc has 4 across 3.

Primary market context

Constellation Software Inc.

Volaris Operating Group

Market

Vertical market software (VMS) portfolios across diverse industries (Volaris)

Geography

Global (North America, Continental Europe, UK, Australia, South America, Africa)

Customer

Organizations in specific verticals (mix of public and private sector)

Role

Vertical market software vendor (application provider + long-term maintainer)

GSK plc

Specialty Medicines

Market

Branded specialty pharmaceuticals (HIV, oncology, immunology/respiratory)

Geography

Global

Customer

Hospitals, specialist physicians, payers

Role

Innovator & branded manufacturer

Revenue share

37.6%

Side-by-side metrics

Constellation Software Inc.

GSK plc

Ticker / Exchange

CSU - Toronto Stock Exchange

GSK - London Stock Exchange

Market cap (USD)

n/a

$73.6B

Gross margin (TTM)

n/a

72.4%

Operating margin (TTM)

n/a

23.5%

Net margin (TTM)

n/a

17.1%

Sector

Technology

Healthcare

Industry

n/a

Drug Manufacturers - General

HQ country

Primary segment

Volaris Operating Group

Specialty Medicines

Market structure

Competitive

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Moderate

Strong

Moat score

74 / 100

62 / 100

Moat domains

Demand, Supply

Supply, Legal, Demand

Last update

2026-01-02

2025-12-28

Moat coverage

Shared moat types

Switching Costs General

Constellation Software Inc. strengths

Installed Base ConsumablesOperational Excellence

GSK plc strengths

Capex Knowhow ScaleCompliance AdvantageIP Choke Point

Segment mix

Constellation Software Inc. segments

Full profile >

Volaris Operating Group

Competitive

n/a

Harris Operating Group

Competitive

n/a

Topicus.com Operating Group

Competitive

n/a

Jonas Operating Group

Competitive

n/a

Perseus Operating Group

Competitive

n/a

Vela Operating Group

Competitive

n/a

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

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.