VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

GE HealthCare Technologies Inc. vs Gilead Sciences, Inc.

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

GE HealthCare Technologies Inc.

GEHC · The Nasdaq Stock Market LLC

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-22
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 GE HealthCare Technologies Inc.'s moat claims, evidence, and risks.

View GEHC 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: Gilead Sciences, Inc. leads (74 / 100 vs 63 / 100 for GE HealthCare Technologies Inc.).
  • Segment focus: GE HealthCare Technologies Inc. has 4 segments (45% in Imaging); Gilead Sciences, Inc. has 5 segments (68.5% in HIV).
  • Moat breadth: GE HealthCare Technologies Inc. has 8 moat types across 4 domains; Gilead Sciences, Inc. has 8 across 3.

Primary market context

GE HealthCare Technologies Inc.

Imaging

Market

Diagnostic imaging equipment and related service (CT, MR, molecular imaging, X-ray, women's health) and imaging IT

Geography

Global

Customer

Hospitals, imaging centers

Role

OEM + service + software

Revenue share

45%

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

GE HealthCare Technologies Inc.
Gilead Sciences, Inc.
Ticker / Exchange
GEHC - The Nasdaq Stock Market LLC
GILD - NASDAQ Global Select Market
Market cap (USD)
n/a
$155.6B
Sector
Healthcare
Healthcare
HQ country
US
US
Primary segment
Imaging
HIV
Market structure
Oligopoly
Oligopoly
Market share
n/a
50%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
74 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Legal, Supply
Last update
2025-12-22
2025-12-30

Moat coverage

Shared moat types

Service Field NetworkCompliance Advantage

GE HealthCare Technologies Inc. strengths

Data Workflow LockinTraining Org Change CostsEcosystem ComplementsInstalled Base ConsumablesSupply Chain ControlScope Economies

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralIP Choke PointCapex Knowhow ScaleRegulated Standards PipeBrand Trust

Segment mix

GE HealthCare Technologies Inc. segments

Full profile >

Imaging

Oligopoly

45%

Advanced Visualization Solutions (AVS)

Oligopoly

26.1%

Patient Care Solutions (PCS)

Oligopoly

15.9%

Pharmaceutical Diagnostics (PDx)

Oligopoly

12.8%

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.