VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Johnson & Johnson vs Stevanato Group S.p.A.

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

Stevanato Group S.p.A.

STVN · New York Stock Exchange

Market cap (USD)$5.7B
Gross margin (TTM)28.6%
Operating margin (TTM)16.7%
Net margin (TTM)12%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryIT
Data as of2026-01-05
Moat score
59/ 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 Stevanato Group S.p.A.'s moat claims, evidence, and risks.

View STVN analysis

Comparison highlights

  • Moat score gap: Johnson & Johnson leads (61 / 100 vs 59 / 100 for Stevanato Group S.p.A.).
  • Segment focus: Johnson & Johnson has 2 segments (64.1% in Innovative Medicine); Stevanato Group S.p.A. has 3 segments (46.3% in Other Containment and Delivery Solutions).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Johnson & Johnson has 5 moat types across 3 domains; Stevanato Group S.p.A. has 8 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%

Stevanato Group S.p.A.

Other Containment and Delivery Solutions

Market

Standard primary packaging and related services for injectable drugs and diagnostics

Geography

Global

Customer

Pharmaceutical, biotechnology, diagnostics and life sciences companies; fill-finish CMOs

Role

Primary packaging/component manufacturer and contract manufacturing partner

Revenue share

46.3%

Side-by-side metrics

Johnson & Johnson
Stevanato Group S.p.A.
Ticker / Exchange
JNJ - New York Stock Exchange
STVN - New York Stock Exchange
Market cap (USD)
$492.2B
$5.7B
Gross margin (TTM)
68.1%
28.6%
Operating margin (TTM)
26.1%
16.7%
Net margin (TTM)
27.3%
12%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Medical - Instruments & Supplies
HQ country
US
IT
Primary segment
Innovative Medicine
Other Containment and Delivery Solutions
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
61 / 100
59 / 100
Moat domains
Legal, Demand, Supply
Demand, Supply, Network
Last update
2025-12-21
2026-01-05

Moat coverage

Shared moat types

Brand TrustService Field Network

Johnson & Johnson strengths

IP Choke PointRegulated Standards PipeTraining Org Change Costs

Stevanato Group S.p.A. strengths

Design In QualificationCapex Knowhow ScaleDe Facto StandardLong Term ContractsOperational ExcellenceScope Economies

Segment mix

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

Stevanato Group S.p.A. segments

Full profile >

High-Value Solutions

Oligopoly

38.3%

Other Containment and Delivery Solutions

Competitive

46.3%

Engineering

Competitive

15.4%

Want the full wide moat stocks list?

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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.