VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Gilead Sciences, Inc. vs QUALCOMM Incorporated

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

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
70/ 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 QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

Comparison highlights

  • Moat score gap: Gilead Sciences, Inc. leads (74 / 100 vs 70 / 100 for QUALCOMM Incorporated).
  • Segment focus: Gilead Sciences, Inc. has 5 segments (68.5% in HIV); QUALCOMM Incorporated has 4 segments (62.8% in Handset chipsets (Snapdragon platforms)).
  • Moat breadth: Gilead Sciences, Inc. has 8 moat types across 3 domains; QUALCOMM Incorporated has 7 across 4.

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%

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

62.8%

Side-by-side metrics

Gilead Sciences, Inc.
QUALCOMM Incorporated
Ticker / Exchange
GILD - NASDAQ Global Select Market
QCOM - NASDAQ Global Select Market
Market cap (USD)
$155.6B
n/a
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
HIV
Handset chipsets (Snapdragon platforms)
Market structure
Oligopoly
Oligopoly
Market share
50%-60% (reported)
22%-26% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
70 / 100
Moat domains
Demand, Legal, Supply
Supply, Network, Demand, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

IP Choke PointCapex Knowhow Scale

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralService Field NetworkCompliance AdvantageRegulated Standards PipeBrand Trust

QUALCOMM Incorporated strengths

Keystone ComponentEcosystem ComplementsDesign In QualificationScope EconomiesLong Term Contracts

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%

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

62.8%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

8.9%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.9%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

12.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.