VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Johnson & Johnson vs Lifco AB (publ)

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)$492.2B
Gross margin (TTM)68.1%
Operating margin (TTM)26.1%
Net margin (TTM)27.3%
SectorHealthcare
IndustryDrug Manufacturers - General
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

Lifco AB (publ)

LIFCO-B · Nasdaq Stockholm

Market cap (USD)$152.8B
Gross margin (TTM)43.9%
Operating margin (TTM)18.4%
Net margin (TTM)12.8%
SectorIndustrials
IndustryConglomerates
CountrySE
Data as of2026-01-06
Moat score
58/ 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 Lifco AB (publ)'s moat claims, evidence, and risks.

View LIFCO-B analysis

Comparison highlights

  • Moat score gap: Johnson & Johnson leads (61 / 100 vs 58 / 100 for Lifco AB (publ)).
  • Segment focus: Johnson & Johnson has 2 segments (64.1% in Innovative Medicine); Lifco AB (publ) has 3 segments (51.2% in Systems Solutions).
  • Moat breadth: Johnson & Johnson has 5 moat types across 3 domains; Lifco AB (publ) has 8 across 2.

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%

Lifco AB (publ)

Systems Solutions

Market

Niche B2B systems solutions (contract manufacturing, environmental technology, infrastructure products, special products, transportation products)

Geography

Primarily Europe; global customers where applicable

Customer

B2B OEMs and industrial customers

Role

Niche manufacturer and systems solution provider

Revenue share

51.2%

Side-by-side metrics

Johnson & Johnson
Lifco AB (publ)
Ticker / Exchange
JNJ - New York Stock Exchange
LIFCO-B - Nasdaq Stockholm
Market cap (USD)
$492.2B
$152.8B
Gross margin (TTM)
68.1%
43.9%
Operating margin (TTM)
26.1%
18.4%
Net margin (TTM)
27.3%
12.8%
Sector
Healthcare
Industrials
Industry
Drug Manufacturers - General
Conglomerates
HQ country
US
SE
Primary segment
Innovative Medicine
Systems Solutions
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
58 / 100
Moat domains
Legal, Demand, Supply
Supply, Demand
Last update
2025-12-21
2026-01-06

Moat coverage

Shared moat types

Brand TrustService Field Network

Johnson & Johnson strengths

IP Choke PointRegulated Standards PipeTraining Org Change Costs

Lifco AB (publ) strengths

Distribution ControlInstalled Base ConsumablesData Workflow LockinCapex Knowhow ScaleDesign In QualificationOperational Excellence

Segment mix

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

Lifco AB (publ) segments

Full profile >

Dental

Oligopoly

24.1%

Demolition & Tools

Oligopoly

24.7%

Systems Solutions

Competitive

51.2%

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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Looking for expansion-stage stocks?

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.