VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

GSK plc vs Moncler S.p.A.

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)$75.3B
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

Moncler S.p.A.

MONC · Euronext Milan

Market cap (USD)$14.8B
Gross margin (TTM)76.4%
Operating margin (TTM)29.4%
Net margin (TTM)20.4%
SectorConsumer
IndustryApparel - Manufacturers
CountryIT
Data as of2026-01-05
Moat score
69/ 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 Moncler S.p.A.'s moat claims, evidence, and risks.

View MONC analysis

Comparison highlights

  • Moat score gap: Moncler S.p.A. leads (69 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: GSK plc has 3 segments (37.6% in Specialty Medicines); Moncler S.p.A. has 2 segments (87.1% in Moncler brand).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: GSK plc has 4 moat types across 3 domains; Moncler S.p.A. has 3 across 3.

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%

Moncler S.p.A.

Moncler brand

Market

Luxury outerwear and apparel (down jackets, ready-to-wear, accessories)

Geography

Global

Customer

Consumers

Role

Branded apparel company (design/marketing; DTC + wholesale distribution)

Revenue share

87.1%

Side-by-side metrics

GSK plc
Moncler S.p.A.
Ticker / Exchange
GSK - London Stock Exchange
MONC - Euronext Milan
Market cap (USD)
$75.3B
$14.8B
Gross margin (TTM)
72.4%
76.4%
Operating margin (TTM)
23.5%
29.4%
Net margin (TTM)
17.1%
20.4%
Sector
Healthcare
Consumer
Industry
Drug Manufacturers - General
Apparel - Manufacturers
HQ country
GB
IT
Primary segment
Specialty Medicines
Moncler brand
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
62 / 100
69 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply, Legal
Last update
2025-12-28
2026-01-05

Moat coverage

Shared moat types

IP Choke Point

GSK plc strengths

Capex Knowhow ScaleCompliance AdvantageSwitching Costs General

Moncler S.p.A. strengths

Brand TrustDistribution Control

Segment mix

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

Want the full wide moat stocks list?

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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.