VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Hims & Hers Health, Inc. vs Universal Music Group N.V.

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

Universal Music Group N.V.

UMG · Euronext Amsterdam

Market cap (USD)
SectorCommunication Services
CountryNL
Data as of2025-12-28
Moat score
77/ 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 Universal Music Group N.V.'s moat claims, evidence, and risks.

View UMG analysis

Comparison highlights

  • Moat score gap: Universal Music Group N.V. leads (77 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform); Universal Music Group N.V. has 3 segments (75.2% in Recorded Music).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Hims & Hers Health, Inc. has 3 moat types across 2 domains; Universal Music Group N.V. has 5 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%

Universal Music Group N.V.

Recorded Music

Market

Recorded music rights (labels) and monetization (streaming, physical, licensing/sync)

Geography

Global

Customer

Digital service providers (audio/video/social), physical retailers, and licensing counterparties

Role

Label / master rights holder; artist development, marketing and distribution

Revenue share

75.2%

Side-by-side metrics

Hims & Hers Health, Inc.
Universal Music Group N.V.
Ticker / Exchange
HIMS - New York Stock Exchange
UMG - Euronext Amsterdam
Market cap (USD)
n/a
n/a
Sector
Healthcare
Communication Services
HQ country
US
NL
Primary segment
Online Platform
Recorded Music
Market structure
Competitive
Oligopoly
Market share
n/a
31%-33% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
51 / 100
77 / 100
Moat domains
Demand, Supply
Legal, Supply, Demand
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Brand Trust

Hims & Hers Health, Inc. strengths

Habit DefaultOperational Excellence

Universal Music Group N.V. strengths

Content Rights CurrencyScale Economies Unit CostLong Term ContractsService Field Network

Segment mix

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

Universal Music Group N.V. segments

Full profile >

Recorded Music

Oligopoly

75.2%

Music Publishing

Oligopoly

17.9%

Merchandising and Other

Competitive

7.1%

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.