VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Gilead Sciences, Inc. vs Uber Technologies, 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)$146.8B
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

Uber Technologies, Inc.

UBER · New York Stock Exchange

Market cap (USD)$167.8B
Gross margin (TTM)39.8%
Operating margin (TTM)9.2%
Net margin (TTM)33.5%
SectorIndustrials
IndustrySoftware - Application
CountryUS
Data as of2026-01-05
Moat score
66/ 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 Uber Technologies, Inc.'s moat claims, evidence, and risks.

View UBER analysis

Comparison highlights

  • Moat score gap: Gilead Sciences, Inc. leads (74 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Gilead Sciences, Inc. has 5 segments (68.5% in HIV); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: Gilead Sciences, Inc. has 8 moat types across 3 domains; Uber Technologies, Inc. has 4 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%

Uber Technologies, Inc.

Mobility

Market

Ride-hailing / on-demand mobility marketplaces

Geography

Global

Customer

Consumers (riders) and independent mobility drivers; plus transit/taxi partners in some markets

Role

Marketplace platform / demand generation / dispatch and payments

Revenue share

57%

Side-by-side metrics

Gilead Sciences, Inc.
Uber Technologies, Inc.
Ticker / Exchange
GILD - NASDAQ Global Select Market
UBER - New York Stock Exchange
Market cap (USD)
$146.8B
$167.8B
Gross margin (TTM)
78.7%
39.8%
Operating margin (TTM)
36.1%
9.2%
Net margin (TTM)
27.9%
33.5%
Sector
Healthcare
Industrials
Industry
Drug Manufacturers - General
Software - Application
HQ country
US
US
Primary segment
HIV
Mobility
Market structure
Oligopoly
Oligopoly
Market share
50%-60% (reported)
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
74 / 100
66 / 100
Moat domains
Demand, Legal, Supply
Network, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Brand Trust

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralIP Choke PointService Field NetworkCapex Knowhow ScaleCompliance AdvantageRegulated Standards Pipe

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

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%

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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

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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.