VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

GSK plc vs WiseTech Global Limited

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

WiseTech Global Limited

WTC · ASX

Market cap (USD)$15.4B
SectorTechnology
CountryAU
Data as of2025-12-29
Moat score
86/ 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 WiseTech Global Limited's moat claims, evidence, and risks.

View WTC analysis

Comparison highlights

  • Moat score gap: WiseTech Global Limited leads (86 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: GSK plc has 3 segments (37.6% in Specialty Medicines); WiseTech Global Limited has 3 segments (87.6% in CargoWise).
  • Moat breadth: GSK plc has 4 moat types across 3 domains; WiseTech Global Limited 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%

WiseTech Global Limited

CargoWise

Market

Enterprise logistics execution software for freight forwarders, customs brokers and 3PLs (CargoWise platform)

Geography

Global

Customer

Logistics service providers (freight forwarders, customs brokers, 3PLs)

Role

SaaS software platform vendor

Revenue share

87.6%

Side-by-side metrics

GSK plc
WiseTech Global Limited
Ticker / Exchange
GSK - London Stock Exchange
WTC - ASX
Market cap (USD)
$98.8B
$15.4B
Sector
Healthcare
Technology
HQ country
GB
AU
Primary segment
Specialty Medicines
CargoWise
Market structure
Oligopoly
Oligopoly
Market share
n/a
96% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
62 / 100
86 / 100
Moat domains
Supply, Legal, Demand
Demand, Network
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

GSK plc strengths

Capex Knowhow ScaleCompliance AdvantageIP Choke PointSwitching Costs General

WiseTech Global Limited strengths

Data Workflow LockinEcosystem ComplementsSuite BundlingLegacy installed-base tailTwo Sided NetworkData Network Effects

Segment mix

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

WiseTech Global Limited segments

Full profile >

CargoWise

Oligopoly

87.6%

Non-CargoWise acquired platforms (legacy)

Competitive

12.4%

e2open (multi-enterprise supply chain applications & network; acquired)

Oligopoly

n/a

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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.