VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

DSM-Firmenich AG vs GSK plc

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

DSM-Firmenich AG

DSFIR · Euronext Amsterdam

Market cap (USD)
SectorMaterials
CountryCH
Data as of2025-12-29
Moat score
63/ 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 DSM-Firmenich AG's moat claims, evidence, and risks.

View DSFIR analysis

GSK plc

GSK · London Stock Exchange

Market cap (USD)$98.8B
SectorHealthcare
CountryGB
Data as of2025-12-28
Moat score
62/ 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 GSK plc's moat claims, evidence, and risks.

View GSK analysis

Comparison highlights

  • Moat score gap: DSM-Firmenich AG leads (63 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: DSM-Firmenich AG has 4 segments (31% in Perfumery & Beauty); GSK plc has 3 segments (37.6% in Specialty Medicines).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: DSM-Firmenich AG has 10 moat types across 4 domains; GSK plc has 4 across 3.

Primary market context

DSM-Firmenich AG

Perfumery & Beauty

Market

B2B fragrances, perfumery ingredients, and beauty ingredients

Geography

Global

Customer

Consumer brands (fine fragrance, personal care, home care) and beauty brands

Role

Ingredient supplier / fragrance house (co-creation + ingredient palette)

Revenue share

31%

GSK plc

Specialty Medicines

Market

Branded specialty pharmaceuticals (HIV, oncology, immunology/respiratory)

Geography

Global

Customer

Hospitals, specialist physicians, payers

Role

Innovator & branded manufacturer

Revenue share

37.6%

Side-by-side metrics

DSM-Firmenich AG
GSK plc
Ticker / Exchange
DSFIR - Euronext Amsterdam
GSK - London Stock Exchange
Market cap (USD)
n/a
$98.8B
Sector
Materials
Healthcare
HQ country
CH
GB
Primary segment
Perfumery & Beauty
Specialty Medicines
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
63 / 100
62 / 100
Moat domains
Supply, Demand, Legal, Network
Supply, Legal, Demand
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

IP Choke PointCompliance Advantage

DSM-Firmenich AG strengths

Supply Chain ControlTraining Org Change CostsScope EconomiesLearning Curve YieldDesign In QualificationService Field NetworkEcosystem ComplementsData Workflow Lockin

GSK plc strengths

Capex Knowhow ScaleSwitching Costs General

Segment mix

DSM-Firmenich AG segments

Full profile >

Perfumery & Beauty

Oligopoly

31%

Taste, Texture & Health

Oligopoly

25.4%

Health, Nutrition & Care

Competitive

17.3%

Animal Nutrition & Health

Competitive

26%

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

Want the full wide moat stocks list?

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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.