VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

The Walt Disney Company vs Roche Holding AG

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.

View full moat analysis >

Roche Holding AG

ROG · SIX Swiss Exchange

Market cap (USD)
SectorHealthcare
CountryCH
Data as of2025-12-28
Moat score
68/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

The Walt Disney Company
Roche Holding AG
Ticker / Exchange
DIS - New York Stock Exchange
ROG - SIX Swiss Exchange
Market cap (USD)
n/a
n/a
Sector
Communication Services
Healthcare
HQ country
US
CH
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Pharmaceuticals
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
68 / 100
Moat domains
Legal, Demand, Supply, Network
Legal, Supply, Demand
Last update
2025-12-27
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow Scale

The Walt Disney Company strengths

Content Rights CurrencySuite BundlingBrand TrustProcurement InertiaEcosystem Complements

Roche Holding AG strengths

IP Choke PointInstalled Base ConsumablesData Workflow LockinRegulated Standards Pipe

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%

Roche Holding AG segments

Full profile >

Pharmaceuticals

Competitive

76.3%

Diagnostics

Oligopoly

23.7%

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.