VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Gilead Sciences, Inc. vs Medtronic 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)$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

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$123.8B
SectorHealthcare
CountryIE
Data as of2025-12-31
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 Medtronic plc's moat claims, evidence, and risks.

View MDT analysis

Comparison highlights

  • Moat score gap: Gilead Sciences, Inc. leads (74 / 100 vs 63 / 100 for Medtronic plc).
  • Segment focus: Gilead Sciences, Inc. has 5 segments (68.5% in HIV); Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio).
  • Moat breadth: Gilead Sciences, Inc. has 8 moat types across 3 domains; Medtronic plc has 9 across 3.

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

68.5%

Medtronic plc

Cardiovascular Portfolio

Market

Cardiovascular medical devices (cardiac rhythm management, electrophysiology/ablation, structural heart, coronary & peripheral vascular)

Geography

Global

Customer

Hospitals, cath labs, electrophysiologists, cardiologists, cardiac & vascular surgeons

Role

Device OEM + procedure support + remote monitoring software/services

Revenue share

37.2%

Side-by-side metrics

Gilead Sciences, Inc.
Medtronic plc
Ticker / Exchange
GILD - NASDAQ Global Select Market
MDT - New York Stock Exchange
Market cap (USD)
$155.6B
$123.8B
Sector
Healthcare
Healthcare
HQ country
US
IE
Primary segment
HIV
Cardiovascular Portfolio
Market structure
Oligopoly
Oligopoly
Market share
50%-60% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
63 / 100
Moat domains
Demand, Legal, Supply
Legal, Demand, Network
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

IP Choke PointCompliance AdvantageRegulated Standards Pipe

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralService Field NetworkCapex Knowhow ScaleBrand Trust

Medtronic plc strengths

Data Workflow LockinDesign In QualificationEcosystem ComplementsProcurement InertiaSuite BundlingInstalled Base Consumables

Segment mix

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%

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

37.2%

Neuroscience Portfolio

Oligopoly

29.4%

Medical Surgical Portfolio

Competitive

25.1%

Diabetes Operating Unit

Oligopoly

8.2%

Want the full wide moat stocks list?

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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.