VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Johnson & Johnson vs MercadoLibre, Inc.

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

MercadoLibre, Inc.

MELI · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
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 MercadoLibre, Inc.'s moat claims, evidence, and risks.

View MELI analysis

Comparison highlights

  • Moat score gap: MercadoLibre, Inc. leads (73 / 100 vs 61 / 100 for Johnson & Johnson).
  • Segment focus: Johnson & Johnson has 2 segments (64.1% in Innovative Medicine); MercadoLibre, Inc. has 2 segments (58.5% in Commerce (Marketplace, logistics, ads, classifieds)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Johnson & Johnson has 5 moat types across 3 domains; MercadoLibre, Inc. has 6 across 4.

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%

MercadoLibre, Inc.

Commerce (Marketplace, logistics, ads, classifieds)

Market

Latin American e-commerce marketplace and commerce services (online marketplace, 1P retail, fulfillment/logistics, advertising)

Geography

Latin America (Brazil, Mexico, Argentina and other countries)

Customer

Consumers (buyers) and merchants/brands (sellers), including MSMEs

Role

Marketplace operator + retailer + logistics orchestrator

Revenue share

58.5%

Side-by-side metrics

Johnson & Johnson
MercadoLibre, Inc.
Ticker / Exchange
JNJ - New York Stock Exchange
MELI - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
Innovative Medicine
Commerce (Marketplace, logistics, ads, classifieds)
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
73 / 100
Moat domains
Legal, Demand, Supply
Network, Supply, Demand, Legal
Last update
2025-12-21
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Johnson & Johnson strengths

IP Choke PointRegulated Standards PipeTraining Org Change CostsBrand TrustService Field Network

MercadoLibre, Inc. strengths

Two Sided NetworkEcosystem ComplementsDistribution ControlSwitching Costs GeneralData Workflow LockinCompliance Advantage

Segment mix

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

MercadoLibre, Inc. segments

Full profile >

Commerce (Marketplace, logistics, ads, classifieds)

Oligopoly

58.5%

Fintech (Mercado Pago & credit)

Competitive

41.5%

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.