VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Duolingo, Inc. vs GSK plc

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

Duolingo, Inc.

DUOL · NASDAQ

Market cap (USD)$8.6B
Gross margin (TTM)72%
Operating margin (TTM)11%
Net margin (TTM)40%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-01-06
Moat score
68/ 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 Duolingo, Inc.'s moat claims, evidence, and risks.

View DUOL analysis

GSK plc

GSK · London Stock Exchange

Market cap (USD)$75.3B
Gross margin (TTM)72.4%
Operating margin (TTM)23.5%
Net margin (TTM)17.1%
SectorHealthcare
IndustryDrug Manufacturers - General
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: Duolingo, Inc. leads (68 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: Duolingo, Inc. has 2 segments (93.9% in Duolingo App); GSK plc has 3 segments (37.6% in Specialty Medicines).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Duolingo, Inc. has 6 moat types across 3 domains; GSK plc has 4 across 3.

Primary market context

Duolingo, Inc.

Duolingo App

Market

Mobile-first, freemium language learning and adjacent subjects (math, music)

Geography

Global

Customer

Consumers (end-users); advertisers

Role

Digital learning platform / content & software publisher

Revenue share

93.9%

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

Duolingo, Inc.
GSK plc
Ticker / Exchange
DUOL - NASDAQ
GSK - London Stock Exchange
Market cap (USD)
$8.6B
$75.3B
Gross margin (TTM)
72%
72.4%
Operating margin (TTM)
11%
23.5%
Net margin (TTM)
40%
17.1%
Sector
Technology
Healthcare
Industry
Software - Application
Drug Manufacturers - General
HQ country
US
GB
Primary segment
Duolingo App
Specialty Medicines
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
68 / 100
62 / 100
Moat domains
Network, Demand, Supply
Supply, Legal, Demand
Last update
2026-01-06
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Duolingo, Inc. strengths

Data Network EffectsHabit DefaultBrand TrustScope EconomiesDesign In QualificationOperational Excellence

GSK plc strengths

Capex Knowhow ScaleCompliance AdvantageIP Choke PointSwitching Costs General

Segment mix

Duolingo, Inc. segments

Full profile >

Duolingo App

Competitive

93.9%

Duolingo English Test

Oligopoly

6.1%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.