VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

GSK plc vs Pfizer 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)$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.

Full stock profile

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

View GSK analysis

Pfizer Inc.

PFE · New York Stock Exchange

Market cap (USD)$142.1B
SectorHealthcare
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: GSK plc leads (62 / 100 vs 58 / 100 for Pfizer Inc.).
  • Segment focus: GSK plc has 3 segments (37.6% in Specialty Medicines); Pfizer Inc. has 5 segments (47.4% in Primary Care).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: GSK plc has 4 moat types across 3 domains; Pfizer Inc. has 8 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%

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

GSK plc
Pfizer Inc.
Ticker / Exchange
GSK - London Stock Exchange
PFE - New York Stock Exchange
Market cap (USD)
$98.8B
$142.1B
Sector
Healthcare
Healthcare
HQ country
GB
US
Primary segment
Specialty Medicines
Primary Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
62 / 100
58 / 100
Moat domains
Supply, Legal, Demand
Legal, Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow ScaleCompliance AdvantageIP Choke Point

GSK plc strengths

Switching Costs General

Pfizer Inc. strengths

Procurement InertiaGovernment Contracting RelationshipsLong Term ContractsOperational ExcellenceEmbedded R&D partnership platform

Segment mix

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

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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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.