VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Gilead Sciences, Inc. vs L'Oreal S.A.

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

L'Oreal S.A.

OR · Euronext Paris

Market cap (USD)
SectorConsumer
CountryFR
Data as of2025-12-31
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 L'Oreal S.A.'s moat claims, evidence, and risks.

View OR analysis

Comparison highlights

  • Moat score gap: L'Oreal S.A. leads (80 / 100 vs 74 / 100 for Gilead Sciences, Inc.).
  • Segment focus: Gilead Sciences, Inc. has 5 segments (68.5% in HIV); L'Oreal S.A. has 4 segments (37% in Consumer Products Division).
  • Moat breadth: Gilead Sciences, Inc. has 8 moat types across 3 domains; L'Oreal S.A. has 7 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%

L'Oreal S.A.

Consumer Products Division

Market

Mass-market beauty & personal care (skincare, haircare, makeup, hygiene)

Geography

Global

Customer

Consumers via mass retail, drugstores, supermarkets, and e-commerce

Role

Brand owner / marketer / manufacturer

Revenue share

37%

Side-by-side metrics

Gilead Sciences, Inc.
L'Oreal S.A.
Ticker / Exchange
GILD - NASDAQ Global Select Market
OR - Euronext Paris
Market cap (USD)
$155.6B
n/a
Sector
Healthcare
Consumer
HQ country
US
FR
Primary segment
HIV
Consumer Products Division
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
80 / 100
Moat domains
Demand, Legal, Supply
Demand, Supply, Legal
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Service Field NetworkCapex Knowhow ScaleCompliance AdvantageBrand Trust

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralIP Choke PointRegulated Standards Pipe

L'Oreal S.A. strengths

Distribution ControlContractual ExclusivityTraining Org Change Costs

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%

L'Oreal S.A. segments

Full profile >

Consumer Products Division

Oligopoly

37%

L'Oreal Luxe Division

Oligopoly

36%

Dermatological Beauty Division

Oligopoly

16%

Professional Products Division

Oligopoly

11%

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.