VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Johnson & Johnson vs The Coca-Cola Company

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

Johnson & Johnson

JNJ · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-21
Moat score
61/ 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 Johnson & Johnson's moat claims, evidence, and risks.

View JNJ analysis

The Coca-Cola Company

KO · New York Stock Exchange

Market cap (USD)$301.9B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
79/ 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 The Coca-Cola Company's moat claims, evidence, and risks.

View KO analysis

Comparison highlights

  • Moat score gap: The Coca-Cola Company leads (79 / 100 vs 61 / 100 for Johnson & Johnson).
  • Segment focus: Johnson & Johnson has 2 segments (64.1% in Innovative Medicine); The Coca-Cola Company has 6 segments (39.6% in North America).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Johnson & Johnson has 5 moat types across 3 domains; The Coca-Cola Company has 7 across 3.

Primary market context

Johnson & Johnson

Innovative Medicine

Market

Branded prescription pharmaceuticals (biopharma)

Geography

Global

Customer

Wholesalers, hospitals, retailers, healthcare professionals, payers

Role

Drug discovery, development, manufacturing, commercialization

Revenue share

64.1%

The Coca-Cola Company

North America

Market

Nonalcoholic ready-to-drink beverages

Geography

North America (primarily United States and Canada)

Customer

Retailers, foodservice, and consumers

Role

Brand owner and concentrate/syrup producer; system marketing leadership

Revenue share

39.6%

Side-by-side metrics

Johnson & Johnson
The Coca-Cola Company
Ticker / Exchange
JNJ - New York Stock Exchange
KO - New York Stock Exchange
Market cap (USD)
n/a
$301.9B
Sector
Healthcare
Consumer
HQ country
US
US
Primary segment
Innovative Medicine
North America
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
79 / 100
Moat domains
Legal, Demand, Supply
Demand, Supply, Legal
Last update
2025-12-21
2025-12-30

Moat coverage

Shared moat types

IP Choke PointBrand TrustService Field Network

Johnson & Johnson strengths

Regulated Standards PipeTraining Org Change Costs

The Coca-Cola Company strengths

Distribution ControlLong Term ContractsScope EconomiesOperational Excellence

Segment mix

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

The Coca-Cola Company segments

Full profile >

Europe, Middle East & Africa

Oligopoly

15.8%

Latin America

Oligopoly

13.7%

North America

Oligopoly

39.6%

Asia Pacific

Oligopoly

10.8%

Global Ventures

Competitive

6.6%

Bottling Investments

Competitive

13.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.