VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Gilead Sciences, Inc. vs Reckitt Benckiser Group 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

Reckitt Benckiser Group plc

RKT · London Stock Exchange

Market cap (USD)
SectorConsumer
CountryGB
Data as of2025-12-28
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 Reckitt Benckiser Group plc's moat claims, evidence, and risks.

View RKT analysis

Comparison highlights

  • Moat score gap: Gilead Sciences, Inc. leads (74 / 100 vs 63 / 100 for Reckitt Benckiser Group plc).
  • Segment focus: Gilead Sciences, Inc. has 5 segments (68.5% in HIV); Reckitt Benckiser Group plc has 3 segments (70.8% in Core Reckitt).
  • Moat breadth: Gilead Sciences, Inc. has 8 moat types across 3 domains; Reckitt Benckiser Group plc has 5 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%

Reckitt Benckiser Group plc

Core Reckitt

Market

Branded consumer health and hygiene (self-care OTC, intimate wellness, germ protection, household care)

Geography

Global

Customer

Consumers via mass retail, e-commerce and pharmacy channels

Role

Branded consumer goods manufacturer / brand owner

Revenue share

70.8%

Side-by-side metrics

Gilead Sciences, Inc.
Reckitt Benckiser Group plc
Ticker / Exchange
GILD - NASDAQ Global Select Market
RKT - London Stock Exchange
Market cap (USD)
$155.6B
n/a
Sector
Healthcare
Consumer
HQ country
US
GB
Primary segment
HIV
Core Reckitt
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
Demand, Legal, Supply
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Regulated Standards PipeBrand Trust

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralIP Choke PointService Field NetworkCapex Knowhow ScaleCompliance Advantage

Reckitt Benckiser Group plc strengths

Scope EconomiesScale Economies Unit CostDesign In Qualification

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%

Reckitt Benckiser Group plc segments

Full profile >

Core Reckitt

Oligopoly

70.8%

Essential Home

Competitive

14.3%

Mead Johnson Nutrition

Oligopoly

14.9%

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.