VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Dino Polska S.A. vs Hims & Hers Health, 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

Hims & Hers Health, Inc.

HIMS · New York Stock Exchange

Market cap (USD)$7.6B
Gross margin (TTM)75%
Operating margin (TTM)5.2%
Net margin (TTM)6.1%
SectorHealthcare
IndustryMedical - Equipment & Services
CountryUS
Data as of2025-12-29
Moat score
51/ 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 Hims & Hers Health, Inc.'s moat claims, evidence, and risks.

View HIMS analysis

Comparison highlights

  • Moat score gap: Dino Polska S.A. leads (66 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)); Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Dino Polska S.A. has 5 moat types across 2 domains; Hims & Hers Health, Inc. has 3 across 2.

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%

Hims & Hers Health, Inc.

Online Platform

Market

Direct-to-consumer telehealth + subscription pharmacy (cash-pay) for lifestyle and chronic conditions

Geography

Primarily United States

Customer

Consumers (end-users), paid out-of-pocket; supported by affiliated provider networks and pharmacy fulfillment

Role

D2C digital health platform + fulfillment (mail-order pharmacy and partners)

Revenue share

97.4%

Side-by-side metrics

Dino Polska S.A.
Hims & Hers Health, Inc.
Ticker / Exchange
DNP - Warsaw Stock Exchange
HIMS - New York Stock Exchange
Market cap (USD)
$3.7B
$7.6B
Gross margin (TTM)
26.1%
75%
Operating margin (TTM)
272.7%
5.2%
Net margin (TTM)
261.5%
6.1%
Sector
Consumer
Healthcare
Industry
Asset Management - Income
Medical - Equipment & Services
HQ country
PL
US
Primary segment
Proximity grocery retail (Dino stores)
Online Platform
Market structure
Oligopoly
Competitive
Market share
7%-9% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
66 / 100
51 / 100
Moat domains
Supply, Demand
Demand, Supply
Last update
2026-01-05
2025-12-29

Moat coverage

Shared moat types

Habit DefaultOperational Excellence

Dino Polska S.A. strengths

Physical Network DensitySupply Chain ControlScale Economies Unit Cost

Hims & Hers Health, Inc. strengths

Brand Trust

Segment mix

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

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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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.