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 Johnson & Johnson

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

Johnson & Johnson

JNJ · New York Stock Exchange

Market cap (USD)$497.8B

Gross margin (TTM)68.1%

Operating margin (TTM)26.1%

Net margin (TTM)27.3%

SectorHealthcare

IndustryDrug Manufacturers - General

CountryUS

Data as of2025-12-21

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 Johnson & Johnson's moat claims, evidence, and risks.

View JNJ analysis

Comparison highlights

Moat score gap: Constellation Software Inc. leads (74 / 100 vs 61 / 100 for Johnson & Johnson).
Segment focus: Constellation Software Inc. has 6 segments; Johnson & Johnson has 2 segments (64.1% in Innovative Medicine).
Moat breadth: Constellation Software Inc. has 3 moat types across 2 domains; Johnson & Johnson has 5 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)

Johnson & Johnson

Innovative Medicine

Market

Branded prescription pharmaceuticals (biopharma)

Geography

Global

Customer

Wholesalers, hospitals, retailers, healthcare professionals, payers

Role

Drug discovery, development, manufacturing, commercialization

Revenue share

64.1%

Side-by-side metrics

Constellation Software Inc.

Johnson & Johnson

Ticker / Exchange

CSU - Toronto Stock Exchange

JNJ - New York Stock Exchange

Market cap (USD)

n/a

$497.8B

Gross margin (TTM)

n/a

68.1%

Operating margin (TTM)

n/a

26.1%

Net margin (TTM)

n/a

27.3%

Sector

Technology

Healthcare

Industry

n/a

Drug Manufacturers - General

HQ country

Primary segment

Volaris Operating Group

Innovative Medicine

Market structure

Competitive

Market share

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

74 / 100

61 / 100

Moat domains

Demand, Supply

Legal, Demand, Supply

Last update

2026-01-02

2025-12-21

Moat coverage

Shared moat types

No overlap yet.

Constellation Software Inc. strengths

Switching Costs GeneralInstalled Base ConsumablesOperational Excellence

Johnson & Johnson strengths

IP Choke PointRegulated Standards PipeTraining Org Change CostsBrand TrustService Field Network

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

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.