VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

GSK plc vs Veeva Systems 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

Veeva Systems Inc.

VEEV · New York Stock Exchange

Market cap (USD)$47.7B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
82/ 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 Veeva Systems Inc.'s moat claims, evidence, and risks.

View VEEV analysis

Comparison highlights

  • Moat score gap: Veeva Systems Inc. leads (82 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: GSK plc has 3 segments (37.6% in Specialty Medicines); Veeva Systems Inc. has 2 segments (53% in R&D Solutions).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: GSK plc has 4 moat types across 3 domains; Veeva Systems Inc. has 4 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%

Veeva Systems Inc.

R&D Solutions

Market

Life sciences R&D, clinical, regulatory, safety, and quality cloud applications (Vault platform-based suites)

Geography

Global

Customer

Life sciences companies plus CROs and related regulated organizations

Role

Vertical SaaS platform owner

Revenue share

53%

Side-by-side metrics

GSK plc
Veeva Systems Inc.
Ticker / Exchange
GSK - London Stock Exchange
VEEV - New York Stock Exchange
Market cap (USD)
$98.8B
$47.7B
Sector
Healthcare
Technology
HQ country
GB
US
Primary segment
Specialty Medicines
R&D Solutions
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
62 / 100
82 / 100
Moat domains
Supply, Legal, Demand
Demand, Legal, Network
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Compliance Advantage

GSK plc strengths

Capex Knowhow ScaleIP Choke PointSwitching Costs General

Veeva Systems Inc. strengths

Data Workflow LockinEcosystem ComplementsSuite Bundling

Segment mix

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

Veeva Systems Inc. segments

Full profile >

Commercial Solutions

Oligopoly

47%

R&D Solutions

Competitive

53%

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.