WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Gilead Sciences, Inc. vs GSK plc

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

Gilead Sciences, Inc.

GILD · NASDAQ Global Select Market

Market cap (USD)$187.5B
Gross margin (TTM)79.6%
Operating margin (TTM)-4.9%
Net margin (TTM)-10.6%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2026-08-23
Moat score
76/ 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

GSK plc

GSK · London Stock Exchange

Market cap (USD)$100B
Gross margin (TTM)73.3%
Operating margin (TTM)24.1%
Net margin (TTM)14.5%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryGB
Data as of2026-08-23
Moat score
57/ 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: Gilead Sciences, Inc. leads (76 / 100 vs 57 / 100 for GSK plc).
  • Segment focus: Gilead Sciences, Inc. has 5 segments (74.6% in HIV); GSK plc has 3 segments (43.7% in Specialty Medicines).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Gilead Sciences, Inc. has 3 moat types across 3 domains; GSK plc has 1 across 1.

Primary market context

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

74.6%

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

43.7%

Side-by-side metrics

Gilead Sciences, Inc.
GSK plc
Ticker / Exchange
GILD - NASDAQ Global Select Market
GSK - London Stock Exchange
Market cap (USD)
$187.5B
$100B
Gross margin (TTM)
79.6%
73.3%
Operating margin (TTM)
-4.9%
24.1%
Net margin (TTM)
-10.6%
14.5%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Drug Manufacturers - General
HQ country
US
GB
Primary segment
HIV
Specialty Medicines
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
57 / 100
Moat domains
Network, Legal, Supply
Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

IP Choke Point

Gilead Sciences, Inc. strengths

De Facto StandardCapex Knowhow Scale

GSK plc strengths

No unique moat types yet.

Segment mix

Gilead Sciences, Inc. segments

Full profile >

HIV

Oligopoly

74.6%

Oncology (Cell Therapy + Trodelvy)

Oligopoly

11.4%

Liver Disease

Oligopoly

11.5%

Veklury (Remdesivir)

Competitive

0.3%

Other Products

Competitive

2.1%

GSK plc segments

Full profile >

Vaccines

Oligopoly

27.6%

Specialty Medicines

Competitive

43.7%

General Medicines

Competitive

28.7%

Act on this comparison

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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.