VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Gilead Sciences, Inc. vs Straumann Holding AG

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)$150.2B

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

Straumann Holding AG

STMN · SIX Swiss Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorHealthcare

Industry—

CountryCH

Data as of2026-01-10

Moat score

68/ 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 Straumann Holding AG's moat claims, evidence, and risks.

View STMN analysis

Comparison highlights

Moat score gap: Gilead Sciences, Inc. leads (74 / 100 vs 68 / 100 for Straumann Holding AG).
Segment focus: Gilead Sciences, Inc. has 5 segments (68.5% in HIV); Straumann Holding AG has 3 segments.
Moat breadth: Gilead Sciences, Inc. has 8 moat types across 3 domains; Straumann Holding AG 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%

Straumann Holding AG

Implantology (Tooth Replacement & Restoration)

Market

Dental implantology (tooth replacement and restoration solutions)

Geography

Global

Customer

Dental professionals (implantologists, oral surgeons, general dentists) and dental labs; DSOs

Role

Medical device OEM + branded implant system provider

Side-by-side metrics

Gilead Sciences, Inc.

Straumann Holding AG

Ticker / Exchange

GILD - NASDAQ Global Select Market

STMN - SIX Swiss Exchange

Market cap (USD)

$150.2B

n/a

Gross margin (TTM)

78.7%

n/a

Operating margin (TTM)

36.1%

n/a

Net margin (TTM)

27.9%

n/a

Sector

Healthcare

Industry

Drug Manufacturers - General

n/a

HQ country

Primary segment

HIV

Implantology (Tooth Replacement & Restoration)

Market structure

Oligopoly

Market share

50%-60% (reported)

34%-36% (reported)

HHI estimate

n/a

Pricing power

Moderate

Moat score

74 / 100

68 / 100

Moat domains

Demand, Legal, Supply

Demand, Supply, Network

Last update

2025-12-30

2026-01-10

Moat coverage

Shared moat types

Service Field NetworkBrand Trust

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralIP Choke PointCapex Knowhow ScaleCompliance AdvantageRegulated Standards Pipe

Straumann Holding AG strengths

Training Org Change CostsData Workflow LockinScale Economies Unit CostInteroperability HubEcosystem Complements

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%

Straumann Holding AG segments

Full profile >

Implantology (Tooth Replacement & Restoration)

Oligopoly

n/a

Orthodontics (Clear Aligner Solutions)

Oligopoly

n/a

Digital Dentistry & Prosthetics Workflow

Competitive

n/a

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.