VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Johnson & Johnson vs Texas Instruments Incorporated

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

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$160.7B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN analysis

Comparison highlights

  • Moat score gap: Texas Instruments Incorporated leads (66 / 100 vs 61 / 100 for Johnson & Johnson).
  • Segment focus: Johnson & Johnson has 2 segments (64.1% in Innovative Medicine); Texas Instruments Incorporated has 3 segments (77.8% in Analog).
  • Moat breadth: Johnson & Johnson has 5 moat types across 3 domains; Texas Instruments Incorporated 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%

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

77.8%

Side-by-side metrics

Johnson & Johnson
Texas Instruments Incorporated
Ticker / Exchange
JNJ - New York Stock Exchange
TXN - Nasdaq Global Select Market
Market cap (USD)
n/a
$160.7B
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
Innovative Medicine
Analog
Market structure
Competitive
Competitive
Market share
n/a
12%-16% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
66 / 100
Moat domains
Legal, Demand, Supply
Supply, Demand, Legal
Last update
2025-12-21
2025-12-30

Moat coverage

Shared moat types

IP Choke PointTraining Org Change Costs

Johnson & Johnson strengths

Regulated Standards PipeBrand TrustService Field Network

Texas Instruments Incorporated strengths

Scale Economies Unit CostSupply Chain ControlDistribution ControlScope EconomiesHabit Default

Segment mix

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

77.8%

Embedded Processing

Competitive

16.2%

Other

Competitive

6.1%

Want the full wide moat stocks list?

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

View the moat stocks list

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.