VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Edenred SE vs Sanofi

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

Edenred SE

EDEN · Euronext Paris

Market cap (USD)$5.2B
SectorFinancials
CountryFR
Data as of2025-12-28
Moat score
67/ 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 Edenred SE's moat claims, evidence, and risks.

View EDEN analysis

Sanofi

SAN · Euronext Paris

Market cap (USD)
SectorHealthcare
CountryFR
Data as of2025-12-30
Moat score
74/ 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 Sanofi's moat claims, evidence, and risks.

View SAN analysis

Comparison highlights

  • Moat score gap: Sanofi leads (74 / 100 vs 67 / 100 for Edenred SE).
  • Segment focus: Edenred SE has 3 segments (65.2% in Benefits & Engagement); Sanofi has 3 segments (79.8% in Pharma (Prescription Medicines)).
  • Moat breadth: Edenred SE has 7 moat types across 5 domains; Sanofi has 5 across 3.

Primary market context

Edenred SE

Benefits & Engagement

Market

Employee benefits and engagement solutions (meal vouchers, gift/incentives, engagement platforms)

Geography

Global

Customer

Employers / HR departments

Role

Issuer + payment network orchestrator (specific-purpose payments)

Revenue share

65.2%

Sanofi

Pharma (Prescription Medicines)

Market

Branded prescription pharmaceuticals (immunology, rare disease, neurology, oncology, general medicines)

Geography

Global

Customer

Patients via payers/providers and channel partners (wholesalers, pharmacies, hospitals)

Role

Research-based drug developer, manufacturer, and marketer

Revenue share

79.8%

Side-by-side metrics

Edenred SE
Sanofi
Ticker / Exchange
EDEN - Euronext Paris
SAN - Euronext Paris
Market cap (USD)
$5.2B
n/a
Sector
Financials
Healthcare
HQ country
FR
FR
Primary segment
Benefits & Engagement
Pharma (Prescription Medicines)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
74 / 100
Moat domains
Legal, Network, Financial, Demand, Supply
Legal, Supply, Demand
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Regulated Standards PipeBrand Trust

Edenred SE strengths

Two Sided NetworkFloat PrepaymentSwitching Costs GeneralCapex Knowhow ScaleSuite Bundling

Sanofi strengths

IP Choke PointLearning Curve YieldDistribution Control

Segment mix

Edenred SE segments

Full profile >

Benefits & Engagement

Oligopoly

65.2%

Mobility

Oligopoly

23.9%

Complementary Solutions

Competitive

10.8%

Sanofi segments

Full profile >

Pharma (Prescription Medicines)

Oligopoly

79.8%

Vaccines

Oligopoly

20.2%

Opella (Consumer Healthcare - Sanofi minority stake)

Competitive

n/a

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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.