VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

GSK plc vs Honeywell International Inc.

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

GSK plc

GSK · London Stock Exchange

Market cap (USD)$73.6B
Gross margin (TTM)72.4%
Operating margin (TTM)23.5%
Net margin (TTM)17.1%
SectorHealthcare
IndustryDrug Manufacturers - General
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.

Full stock profile

Dive deeper into GSK plc's moat claims, evidence, and risks.

View GSK analysis

Honeywell International Inc.

HON · The Nasdaq Stock Market LLC

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
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 Honeywell International Inc.'s moat claims, evidence, and risks.

View HON analysis

Comparison highlights

  • Moat score gap: GSK plc leads (62 / 100 vs 58 / 100 for Honeywell International Inc.).
  • Segment focus: GSK plc has 3 segments (37.6% in Specialty Medicines); Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies).
  • Moat breadth: GSK plc has 4 moat types across 3 domains; Honeywell International Inc. has 9 across 2.

Primary market context

GSK plc

Specialty Medicines

Market

Branded specialty pharmaceuticals (HIV, oncology, immunology/respiratory)

Geography

Global

Customer

Hospitals, specialist physicians, payers

Role

Innovator & branded manufacturer

Revenue share

37.6%

Honeywell International Inc.

Aerospace Technologies

Market

Aerospace systems, avionics, propulsion & aftermarket MRO services

Geography

Global

Customer

Aircraft OEMs, airlines/operators, defense & space contractors

Role

Tier-1 supplier + aftermarket service provider

Revenue share

40.2%

Side-by-side metrics

GSK plc
Honeywell International Inc.
Ticker / Exchange
GSK - London Stock Exchange
HON - The Nasdaq Stock Market LLC
Market cap (USD)
$73.6B
n/a
Gross margin (TTM)
72.4%
n/a
Operating margin (TTM)
23.5%
n/a
Net margin (TTM)
17.1%
n/a
Sector
Healthcare
Industrials
Industry
Drug Manufacturers - General
n/a
HQ country
GB
US
Primary segment
Specialty Medicines
Aerospace Technologies
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
62 / 100
58 / 100
Moat domains
Supply, Legal, Demand
Demand, Legal
Last update
2025-12-28
2026-01-02

Moat coverage

Shared moat types

IP Choke PointSwitching Costs General

GSK plc strengths

Capex Knowhow ScaleCompliance Advantage

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeData Workflow LockinSuite BundlingBrand TrustDesign In QualificationLong Term Contracts

Segment mix

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

Honeywell International Inc. segments

Full profile >

Aerospace Technologies

Oligopoly

40.2%

Industrial Automation

Competitive

26.1%

Building Automation

Oligopoly

17%

Energy and Sustainability Solutions

Oligopoly

16.7%

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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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.