VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

General Dynamics Corporation vs Gilead Sciences, Inc.

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

General Dynamics Corporation

GD · New York Stock Exchange

Market cap (USD)$92.4B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
80/ 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 General Dynamics Corporation's moat claims, evidence, and risks.

View GD analysis

Gilead Sciences, Inc.

GILD · NASDAQ Global Select Market

Market cap (USD)$155.6B
SectorHealthcare
CountryUS
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 Gilead Sciences, Inc.'s moat claims, evidence, and risks.

View GILD analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 74 / 100 for Gilead Sciences, Inc.).
  • Segment focus: General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)); Gilead Sciences, Inc. has 5 segments (68.5% in HIV).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: General Dynamics Corporation has 11 moat types across 3 domains; Gilead Sciences, Inc. has 8 across 3.

Primary market context

General Dynamics Corporation

Marine Systems (Nuclear subs + surface shipbuilding)

Market

U.S. Navy nuclear-powered submarine construction and major surface combatant shipbuilding/lifecycle services

Geography

United States

Customer

Government (primarily U.S. Navy)

Role

Prime contractor / shipbuilder / lifecycle services

Revenue share

30.1%

Gilead Sciences, Inc.

HIV

Market

HIV treatment and prevention medicines (antiretroviral therapy and PrEP)

Geography

Global (U.S. and Europe are major markets)

Customer

Patients/prescribers; reimbursed by public and private payers; distributed via wholesalers and specialty pharmacies

Role

Drug developer and marketing authorization holder

Revenue share

68.5%

Side-by-side metrics

General Dynamics Corporation
Gilead Sciences, Inc.
Ticker / Exchange
GD - New York Stock Exchange
GILD - NASDAQ Global Select Market
Market cap (USD)
$92.4B
$155.6B
Sector
Industrials
Healthcare
HQ country
US
US
Primary segment
Marine Systems (Nuclear subs + surface shipbuilding)
HIV
Market structure
Duopoly
Oligopoly
Market share
45%-55% (estimated)
50%-60% (reported)
HHI estimate
5,000
n/a
Pricing power
Weak
Moderate
Moat score
80 / 100
74 / 100
Moat domains
Demand, Supply, Legal
Demand, Legal, Supply
Last update
2025-12-29
2025-12-30

Moat coverage

Shared moat types

Brand TrustService Field NetworkRegulated Standards PipeCapex Knowhow ScaleCompliance Advantage

General Dynamics Corporation strengths

Long Term ContractsGovernment Contracting RelationshipsDesign In QualificationProcurement InertiaCapacity MoatSuite Bundling

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralIP Choke Point

Segment mix

General Dynamics Corporation segments

Full profile >

Aerospace (Gulfstream + Jet Aviation)

Oligopoly

23.6%

Marine Systems (Nuclear subs + surface shipbuilding)

Duopoly

30.1%

Combat Systems (Land vehicles + munitions)

Oligopoly

18.9%

Technologies (C5ISR + Federal IT)

Competitive

27.5%

Gilead Sciences, Inc. segments

Full profile >

HIV

Oligopoly

68.5%

Oncology (Cell Therapy + Trodelvy)

Oligopoly

11.5%

Liver Disease

Oligopoly

10.6%

Veklury (Remdesivir)

Competitive

6.3%

Other Products

Competitive

3.1%

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.