VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

The Walt Disney Company vs Pfizer Inc.

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

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)
SectorCommunication Services
CountryUS
Data as of2025-12-27
Moat score
78/ 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 Walt Disney Company's moat claims, evidence, and risks.

View DIS analysis

Pfizer Inc.

PFE · New York Stock Exchange

Market cap (USD)$142.1B
SectorHealthcare
CountryUS
Data as of2025-12-29
Moat score
58/ 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 Pfizer Inc.'s moat claims, evidence, and risks.

View PFE analysis

Comparison highlights

  • Moat score gap: The Walt Disney Company leads (78 / 100 vs 58 / 100 for Pfizer Inc.).
  • Segment focus: The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)); Pfizer Inc. has 5 segments (47.4% in Primary Care).
  • Moat breadth: The Walt Disney Company has 6 moat types across 4 domains; Pfizer Inc. has 8 across 3.

Primary market context

The Walt Disney Company

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Market

Global video entertainment content and distribution (streaming, TV networks, film/TV studios)

Geography

Global

Customer

Consumers, advertisers, distributors (MVPDs/vMVPDs)

Role

Content owner/producer and distributor

Revenue share

44.1%

Pfizer Inc.

Primary Care

Market

Branded primary care medicines and vaccines (incl. cardiovascular, migraine, pneumococcal/RSV/COVID-19)

Geography

Global

Customer

Healthcare providers, payers/PBMs, pharmacies/wholesalers, and government procurement

Role

Innovator biopharma (R&D + manufacturing + commercialization)

Revenue share

47.4%

Side-by-side metrics

The Walt Disney Company
Pfizer Inc.
Ticker / Exchange
DIS - New York Stock Exchange
PFE - New York Stock Exchange
Market cap (USD)
n/a
$142.1B
Sector
Communication Services
Healthcare
HQ country
US
US
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Primary Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
58 / 100
Moat domains
Legal, Demand, Supply, Network
Legal, Demand, Supply
Last update
2025-12-27
2025-12-29

Moat coverage

Shared moat types

Procurement InertiaCapex Knowhow Scale

The Walt Disney Company strengths

Content Rights CurrencySuite BundlingBrand TrustEcosystem Complements

Pfizer Inc. strengths

IP Choke PointGovernment Contracting RelationshipsCompliance AdvantageLong Term ContractsOperational ExcellenceEmbedded R&D partnership platform

Segment mix

The Walt Disney Company segments

Full profile >

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Oligopoly

44.1%

Sports (ESPN and sports content)

Oligopoly

18.4%

Experiences (Theme parks, resorts, cruises, consumer products)

Oligopoly

37.5%

Pfizer Inc. segments

Full profile >

Primary Care

Oligopoly

47.4%

Specialty Care

Oligopoly

26.2%

Oncology

Competitive

24.5%

Pfizer CentreOne

Competitive

1.8%

Pfizer Ignite

Competitive

0.1%

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.