VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Doximity, Inc. vs Johnson & Johnson

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

Doximity, Inc.

DOCS · New York Stock Exchange

Market cap (USD)$4.5B
Gross margin (TTM)89.8%
Operating margin (TTM)37.4%
Net margin (TTM)37.5%
SectorHealthcare
IndustryMedical - Healthcare Information Services
CountryUS
Data as of2026-04-25
Moat score
70/ 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 Doximity, Inc.'s moat claims, evidence, and risks.

View DOCS analysis

Johnson & Johnson

JNJ · New York Stock Exchange

Market cap (USD)$555.8B
Gross margin (TTM)69.1%
Operating margin (TTM)26.9%
Net margin (TTM)21.8%
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: Doximity, Inc. leads (70 / 100 vs 61 / 100 for Johnson & Johnson).
  • Segment focus: Doximity, Inc. has 1 segment (100% in Medical professional platform and healthcare customer solutions); Johnson & Johnson has 2 segments (64.1% in Innovative Medicine).
  • Moat breadth: Doximity, Inc. has 5 moat types across 2 domains; Johnson & Johnson has 5 across 3.

Primary market context

Doximity, Inc.

Medical professional platform and healthcare customer solutions

Market

U.S. digital medical professional network, HCP marketing, hiring, workflow and telehealth solutions

Geography

United States

Customer

Physicians, nurse practitioners, physician assistants, medical students, pharmaceutical manufacturers, health systems and medical recruiters

Role

Verified clinician network, engagement platform, workflow software and subscription-based commercial solutions provider

Revenue share

100%

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

Doximity, Inc.
Johnson & Johnson
Ticker / Exchange
DOCS - New York Stock Exchange
JNJ - New York Stock Exchange
Market cap (USD)
$4.5B
$555.8B
Gross margin (TTM)
89.8%
69.1%
Operating margin (TTM)
37.4%
26.9%
Net margin (TTM)
37.5%
21.8%
Sector
Healthcare
Healthcare
Industry
Medical - Healthcare Information Services
Drug Manufacturers - General
HQ country
US
US
Primary segment
Medical professional platform and healthcare customer solutions
Innovative Medicine
Market structure
Competitive
Competitive
Market share
3%-4% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
61 / 100
Moat domains
Network, Demand
Legal, Demand, Supply
Last update
2026-04-25
2025-12-21

Moat coverage

Shared moat types

Brand Trust

Doximity, Inc. strengths

Direct Network EffectsData Workflow LockinData Network EffectsProcurement Inertia

Johnson & Johnson strengths

IP Choke PointRegulated Standards PipeTraining Org Change CostsService Field Network

Segment mix

Doximity, Inc. segments

Full profile >

Medical professional platform and healthcare customer solutions

Competitive

100%

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

Want the full wide moat stocks list?

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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.