VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Hims & Hers Health, Inc. vs Microchip Technology Incorporated

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Hims & Hers Health, Inc.

HIMS · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-29
Moat score
51/ 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 Hims & Hers Health, Inc.'s moat claims, evidence, and risks.

View HIMS analysis

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$34.9B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
71/ 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 Microchip Technology Incorporated's moat claims, evidence, and risks.

View MCHP analysis

Comparison highlights

  • Moat score gap: Microchip Technology Incorporated leads (71 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform); Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Hims & Hers Health, Inc. has 3 moat types across 2 domains; Microchip Technology Incorporated has 6 across 3.

Primary market context

Hims & Hers Health, Inc.

Online Platform

Market

Direct-to-consumer telehealth + subscription pharmacy (cash-pay) for lifestyle and chronic conditions

Geography

Primarily United States

Customer

Consumers (end-users), paid out-of-pocket; supported by affiliated provider networks and pharmacy fulfillment

Role

D2C digital health platform + fulfillment (mail-order pharmacy and partners)

Revenue share

97.4%

Microchip Technology Incorporated

Mixed-signal Microcontrollers

Market

Embedded microcontrollers & microprocessors for embedded control

Geography

Global

Customer

OEMs and distributors (embedded system designers)

Role

IDM / hybrid manufacturing semiconductor supplier

Revenue share

51.1%

Side-by-side metrics

Hims & Hers Health, Inc.
Microchip Technology Incorporated
Ticker / Exchange
HIMS - New York Stock Exchange
MCHP - NASDAQ
Market cap (USD)
n/a
$34.9B
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
Online Platform
Mixed-signal Microcontrollers
Market structure
Competitive
Oligopoly
Market share
n/a
6%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
51 / 100
71 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Operational Excellence

Hims & Hers Health, Inc. strengths

Habit DefaultBrand Trust

Microchip Technology Incorporated strengths

Training Org Change CostsSwitching Costs GeneralScope EconomiesIP Choke PointDesign In Qualification

Segment mix

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

Microchip Technology Incorporated segments

Full profile >

Mixed-signal Microcontrollers

Oligopoly

51.1%

Analog

Oligopoly

26.3%

Other (FPGA, memory, timing systems, manufacturing services, SuperFlash licensing)

Oligopoly

22.6%

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.