VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 7, 2026

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Stock Comparison

Dino Polska S.A. vs Gilead Sciences, Inc.

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

Dino Polska S.A.

DNP · Warsaw Stock Exchange

Market cap (USD)$3.7B
Gross margin (TTM)26.1%
Operating margin (TTM)272.7%
Net margin (TTM)261.5%
SectorConsumer
IndustryAsset Management - Income
CountryPL
Data as of2026-01-05
Moat score
66/ 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 Dino Polska S.A.'s moat claims, evidence, and risks.

View DNP analysis

Gilead Sciences, Inc.

GILD · NASDAQ Global Select Market

Market cap (USD)$146.8B
Gross margin (TTM)78.7%
Operating margin (TTM)36.1%
Net margin (TTM)27.9%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-30
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 Gilead Sciences, Inc.'s moat claims, evidence, and risks.

View GILD analysis

Comparison highlights

  • Moat score gap: Gilead Sciences, Inc. leads (74 / 100 vs 66 / 100 for Dino Polska S.A.).
  • Segment focus: Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)); Gilead Sciences, Inc. has 5 segments (68.5% in HIV).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Dino Polska S.A. has 5 moat types across 2 domains; Gilead Sciences, Inc. has 8 across 3.

Primary market context

Dino Polska S.A.

Proximity grocery retail (Dino stores)

Market

Retail grocery (mid-sized proximity supermarkets)

Geography

Poland

Customer

Households / consumers

Role

Brick-and-mortar grocery retailer

Revenue share

100%

Gilead Sciences, Inc.

HIV

Market

HIV treatment and prevention medicines (antiretroviral therapy and PrEP)

Geography

Global (U.S. and Europe are major markets)

Customer

Patients/prescribers; reimbursed by public and private payers; distributed via wholesalers and specialty pharmacies

Role

Drug developer and marketing authorization holder

Revenue share

68.5%

Side-by-side metrics

Dino Polska S.A.
Gilead Sciences, Inc.
Ticker / Exchange
DNP - Warsaw Stock Exchange
GILD - NASDAQ Global Select Market
Market cap (USD)
$3.7B
$146.8B
Gross margin (TTM)
26.1%
78.7%
Operating margin (TTM)
272.7%
36.1%
Net margin (TTM)
261.5%
27.9%
Sector
Consumer
Healthcare
Industry
Asset Management - Income
Drug Manufacturers - General
HQ country
PL
US
Primary segment
Proximity grocery retail (Dino stores)
HIV
Market structure
Oligopoly
Oligopoly
Market share
7%-9% (reported)
50%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
66 / 100
74 / 100
Moat domains
Supply, Demand
Demand, Legal, Supply
Last update
2026-01-05
2025-12-30

Moat coverage

Shared moat types

Habit Default

Dino Polska S.A. strengths

Physical Network DensitySupply Chain ControlOperational ExcellenceScale Economies Unit Cost

Gilead Sciences, Inc. strengths

Switching Costs GeneralIP Choke PointService Field NetworkCapex Knowhow ScaleCompliance AdvantageRegulated Standards PipeBrand Trust

Segment mix

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

Gilead Sciences, Inc. segments

Full profile >

HIV

Oligopoly

68.5%

Oncology (Cell Therapy + Trodelvy)

Oligopoly

11.5%

Liver Disease

Oligopoly

10.6%

Veklury (Remdesivir)

Competitive

6.3%

Other Products

Competitive

3.1%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.