VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

GSK plc vs Wolters Kluwer N.V.

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

Wolters Kluwer N.V.

WKL · Euronext Amsterdam

Market cap (USD)$23.9B
SectorIndustrials
CountryNL
Data as of2025-12-29
Moat score
73/ 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 Wolters Kluwer N.V.'s moat claims, evidence, and risks.

View WKL analysis

Comparison highlights

  • Moat score gap: Wolters Kluwer N.V. leads (73 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: GSK plc has 3 segments (37.6% in Specialty Medicines); Wolters Kluwer N.V. has 5 segments (26.8% in Health).
  • Moat breadth: GSK plc has 4 moat types across 3 domains; Wolters Kluwer N.V. has 6 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%

Wolters Kluwer N.V.

Health

Market

Clinical decision support and clinical drug information solutions (point-of-care) for healthcare providers

Geography

Global

Customer

Hospitals/health systems, clinicians, payers, and academic institutions

Role

Software + expert content provider

Revenue share

26.8%

Side-by-side metrics

GSK plc
Wolters Kluwer N.V.
Ticker / Exchange
GSK - London Stock Exchange
WKL - Euronext Amsterdam
Market cap (USD)
$98.8B
$23.9B
Sector
Healthcare
Industrials
HQ country
GB
NL
Primary segment
Specialty Medicines
Health
Market structure
Oligopoly
Oligopoly
Market share
n/a
85%-90% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
62 / 100
73 / 100
Moat domains
Supply, Legal, Demand
Demand, Legal
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Compliance AdvantageSwitching Costs General

GSK plc strengths

Capex Knowhow ScaleIP Choke Point

Wolters Kluwer N.V. strengths

Data Workflow LockinBrand TrustSuite BundlingLong Term Contracts

Segment mix

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

Wolters Kluwer N.V. segments

Full profile >

Health

Oligopoly

26.8%

Tax & Accounting

Oligopoly

26.4%

Financial & Corporate Compliance

Oligopoly

20.8%

Legal & Regulatory

Oligopoly

16%

Corporate Performance & ESG

Competitive

10.1%

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.