VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

GSK plc vs Zoetis 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)$89.3B
Gross margin (TTM)72.5%
Operating margin (TTM)22%
Net margin (TTM)17.5%
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

Zoetis Inc.

ZTS · New York Stock Exchange

Market cap (USD)$56.8B
Gross margin (TTM)70.5%
Operating margin (TTM)38%
Net margin (TTM)28.2%
SectorHealthcare
IndustryDrug Manufacturers - Specialty & Generic
CountryUS
Data as of2025-12-26
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 Zoetis Inc.'s moat claims, evidence, and risks.

View ZTS analysis

Comparison highlights

  • Moat score gap: Zoetis Inc. leads (73 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: GSK plc has 3 segments (37.6% in Specialty Medicines); Zoetis Inc. has 3 segments (67.8% in Companion Animal Products).
  • Moat breadth: GSK plc has 4 moat types across 3 domains; Zoetis Inc. has 9 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%

Zoetis Inc.

Companion Animal Products

Market

Companion animal veterinary medicines, vaccines and diagnostics

Geography

Global

Customer

Veterinarians, veterinary clinics, pet owners (via prescription/retail)

Role

Manufacturer and marketer

Revenue share

67.8%

Side-by-side metrics

GSK plc
Zoetis Inc.
Ticker / Exchange
GSK - London Stock Exchange
ZTS - New York Stock Exchange
Market cap (USD)
$89.3B
$56.8B
Gross margin (TTM)
72.5%
70.5%
Operating margin (TTM)
22%
38%
Net margin (TTM)
17.5%
28.2%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Drug Manufacturers - Specialty & Generic
HQ country
GB
US
Primary segment
Specialty Medicines
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
62 / 100
73 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply, Legal
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Compliance AdvantageIP Choke Point

GSK plc strengths

Capex Knowhow ScaleSwitching Costs General

Zoetis Inc. strengths

Brand TrustService Field NetworkRegulated Standards PipeInstalled Base ConsumablesCapacity MoatDistribution ControlOperational Excellence

Segment mix

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

Zoetis Inc. segments

Full profile >

Companion Animal Products

Oligopoly

67.8%

Livestock Products

Oligopoly

31.3%

Client Supply Services & Human Health

Competitive

0.9%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.