VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Gilead Sciences, Inc. vs Old Dominion Freight Line, Inc.

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)$150.9B
Gross margin (TTM)78.7%
Operating margin (TTM)36.1%
Net margin (TTM)27.9%
SectorHealthcare
IndustryDrug Manufacturers - General
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

Old Dominion Freight Line, Inc.

ODFL · The Nasdaq Stock Market LLC

Market cap (USD)$33.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-02
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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: Old Dominion Freight Line, Inc. leads (76 / 100 vs 74 / 100 for Gilead Sciences, Inc.).
  • Segment focus: Gilead Sciences, Inc. has 5 segments (68.5% in HIV); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: Gilead Sciences, Inc. has 8 moat types across 3 domains; Old Dominion Freight Line, Inc. has 7 across 2.

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%

Old Dominion Freight Line, Inc.

LTL Services

Market

North American less-than-truckload (LTL) freight transportation

Geography

North America (primarily United States)

Customer

B2B shippers

Role

Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)

Revenue share

99.1%

Side-by-side metrics

Gilead Sciences, Inc.
Old Dominion Freight Line, Inc.
Ticker / Exchange
GILD - NASDAQ Global Select Market
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$150.9B
$33.4B
Gross margin (TTM)
78.7%
n/a
Operating margin (TTM)
36.1%
n/a
Net margin (TTM)
27.9%
n/a
Sector
Healthcare
Industrials
Industry
Drug Manufacturers - General
Trucking
HQ country
US
US
Primary segment
HIV
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
50%-60% (reported)
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
76 / 100
Moat domains
Demand, Legal, Supply
Supply, Demand
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Switching Costs GeneralCapex Knowhow Scale

Gilead Sciences, Inc. strengths

Habit DefaultIP Choke PointService Field NetworkCompliance AdvantageRegulated Standards PipeBrand Trust

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceReputation ReviewsSuite BundlingProcurement Inertia

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%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

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.