VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Global Payments Inc. vs Pfizer Inc.

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

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Pfizer Inc.

PFE · New York Stock Exchange

Market cap (USD)$144.8B
Gross margin (TTM)71.2%
Operating margin (TTM)27.8%
Net margin (TTM)15.6%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-29
Moat score
58/ 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 Pfizer Inc.'s moat claims, evidence, and risks.

View PFE analysis

Comparison highlights

  • Moat score gap: Global Payments Inc. leads (62 / 100 vs 58 / 100 for Pfizer Inc.).
  • Segment focus: Global Payments Inc. has 2 segments (76.1% in Merchant Solutions); Pfizer Inc. has 5 segments (47.4% in Primary Care).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Global Payments Inc. has 6 moat types across 4 domains; Pfizer Inc. has 8 across 3.

Primary market context

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Pfizer Inc.

Primary Care

Market

Branded primary care medicines and vaccines (incl. cardiovascular, migraine, pneumococcal/RSV/COVID-19)

Geography

Global

Customer

Healthcare providers, payers/PBMs, pharmacies/wholesalers, and government procurement

Role

Innovator biopharma (R&D + manufacturing + commercialization)

Revenue share

47.4%

Side-by-side metrics

Global Payments Inc.
Pfizer Inc.
Ticker / Exchange
GPN - New York Stock Exchange
PFE - New York Stock Exchange
Market cap (USD)
$18.8B
$144.8B
Gross margin (TTM)
n/a
71.2%
Operating margin (TTM)
n/a
27.8%
Net margin (TTM)
n/a
15.6%
Sector
Financials
Healthcare
Industry
n/a
Drug Manufacturers - General
HQ country
US
US
Primary segment
Merchant Solutions
Primary Care
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
58 / 100
Moat domains
Network, Demand, Supply, Legal
Legal, Demand, Supply
Last update
2026-01-10
2025-12-29

Moat coverage

Shared moat types

Long Term ContractsCompliance Advantage

Global Payments Inc. strengths

Ecosystem ComplementsData Workflow LockinScale Economies Unit CostSwitching Costs General

Pfizer Inc. strengths

IP Choke PointProcurement InertiaGovernment Contracting RelationshipsCapex Knowhow ScaleOperational ExcellenceEmbedded R&D partnership platform

Segment mix

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

Pfizer Inc. segments

Full profile >

Primary Care

Oligopoly

47.4%

Specialty Care

Oligopoly

26.2%

Oncology

Competitive

24.5%

Pfizer CentreOne

Competitive

1.8%

Pfizer Ignite

Competitive

0.1%

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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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.