VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

DSM-Firmenich AG vs Kenvue Inc.

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

Kenvue Inc.

KVUE · New York Stock Exchange

Market cap (USD)$33B
SectorConsumer
CountryUS
Data as of2025-12-25
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 Kenvue Inc.'s moat claims, evidence, and risks.

View KVUE analysis

Comparison highlights

  • Moat score gap: Kenvue Inc. leads (66 / 100 vs 63 / 100 for DSM-Firmenich AG).
  • Segment focus: DSM-Firmenich AG has 4 segments (31% in Perfumery & Beauty); Kenvue Inc. has 3 segments (42.3% in Self Care).
  • Moat breadth: DSM-Firmenich AG has 10 moat types across 4 domains; Kenvue Inc. has 6 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%

Kenvue Inc.

Self Care

Market

OTC self-care consumer health products (pain care, cough/cold/allergy, digestive health, smoking cessation, eye care)

Geography

Global

Customer

Consumers via retailers, pharmacies, and e-commerce

Role

Branded consumer health products manufacturer

Revenue share

42.3%

Side-by-side metrics

DSM-Firmenich AG
Kenvue Inc.
Ticker / Exchange
DSFIR - Euronext Amsterdam
KVUE - New York Stock Exchange
Market cap (USD)
n/a
$33B
Sector
Materials
Consumer
HQ country
CH
US
Primary segment
Perfumery & Beauty
Self Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
66 / 100
Moat domains
Supply, Demand, Legal, Network
Demand, Supply, Legal
Last update
2025-12-29
2025-12-25

Moat coverage

Shared moat types

Scope EconomiesCompliance Advantage

DSM-Firmenich AG strengths

Supply Chain ControlTraining Org Change CostsIP Choke PointLearning Curve YieldDesign In QualificationService Field NetworkEcosystem ComplementsData Workflow Lockin

Kenvue Inc. strengths

Brand TrustScale Economies Unit CostDistribution ControlHabit Default

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%

Kenvue Inc. segments

Full profile >

Self Care

Oligopoly

42.3%

Skin Health and Beauty

Competitive

27.4%

Essential Health

Competitive

30.3%

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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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.