VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Alphabet Inc. vs GSK plc

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$3.7T
SectorCommunication Services
CountryUS
Data as of2025-12-21
Moat score
86/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

GSK plc

GSK · London Stock Exchange

Market cap (USD)$98.8B
SectorHealthcare
CountryGB
Data as of2025-12-28
Moat score
62/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Alphabet Inc.
GSK plc
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
GSK - London Stock Exchange
Market cap (USD)
$3.7T
$98.8B
Sector
Communication Services
Healthcare
HQ country
US
GB
Primary segment
Google Search & other (Advertising)
Specialty Medicines
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-91% (reported)
n/a
HHI estimate
8,115
n/a
Pricing power
Strong
Strong
Moat score
86 / 100
62 / 100
Moat domains
Network, Demand, Legal, Supply
Supply, Legal, Demand
Last update
2025-12-21
2025-12-28

Moat coverage

Shared moat types

Switching Costs GeneralCapex Knowhow Scale

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkContent Rights CurrencyOperational ExcellenceDefault OS GatewayEcosystem ComplementsIncubation & patient capital

GSK plc strengths

Compliance AdvantageIP Choke Point

Segment mix

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

56.6%

YouTube (Advertising)

Oligopoly

10.3%

Google Network (Advertising)

Competitive

8.7%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.5%

Google Cloud

Oligopoly

12.4%

Other Bets

Competitive

0.5%

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

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.