VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Lotus Bakeries NV vs Vertex Pharmaceuticals Incorporated

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

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$7.1B
Gross margin (TTM)28.7%
Operating margin (TTM)16.5%
Net margin (TTM)12.3%
SectorConsumer
IndustryPackaged Foods
CountryBE
Data as of2026-01-06
Moat score
64/ 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 Lotus Bakeries NV's moat claims, evidence, and risks.

View LOTB analysis

Vertex Pharmaceuticals Incorporated

VRTX · NASDAQ

Market cap (USD)$119B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
IndustryBiotechnology
CountryUS
Data as of2026-01-08
Moat score
99/ 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 Vertex Pharmaceuticals Incorporated's moat claims, evidence, and risks.

View VRTX analysis

Comparison highlights

  • Moat score gap: Vertex Pharmaceuticals Incorporated leads (99 / 100 vs 64 / 100 for Lotus Bakeries NV).
  • Segment focus: Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff); Vertex Pharmaceuticals Incorporated has 3 segments (99.9% in Cystic Fibrosis CFTR Modulators).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Lotus Bakeries NV has 5 moat types across 2 domains; Vertex Pharmaceuticals Incorporated has 7 across 4.

Primary market context

Lotus Bakeries NV

Lotus Biscoff

Market

Branded caramelised biscuits (speculoos) and Biscoff spread

Geography

Global

Customer

Consumers via retail and away-from-home channels

Role

Brand owner and manufacturer

Revenue share

56%

Vertex Pharmaceuticals Incorporated

Cystic Fibrosis CFTR Modulators

Market

CFTR modulator therapies for cystic fibrosis

Geography

U.S., Europe, Australia, Canada

Customer

Patients (via specialty pharmacies/payers); CF care centers

Role

Drug developer/manufacturer

Revenue share

99.9%

Side-by-side metrics

Lotus Bakeries NV
Vertex Pharmaceuticals Incorporated
Ticker / Exchange
LOTB - Euronext Brussels
VRTX - NASDAQ
Market cap (USD)
$7.1B
$119B
Gross margin (TTM)
28.7%
n/a
Operating margin (TTM)
16.5%
n/a
Net margin (TTM)
12.3%
n/a
Sector
Consumer
Healthcare
Industry
Packaged Foods
Biotechnology
HQ country
BE
US
Primary segment
Lotus Biscoff
Cystic Fibrosis CFTR Modulators
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
70%-78% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
64 / 100
99 / 100
Moat domains
Demand, Supply
Legal, Demand, Financial, Supply
Last update
2026-01-06
2026-01-08

Moat coverage

Shared moat types

Capacity Moat

Lotus Bakeries NV strengths

Brand TrustHabit DefaultCapex Knowhow ScaleDistribution Control

Vertex Pharmaceuticals Incorporated strengths

IP Choke PointGovernment Contracting RelationshipsSwitching Costs GeneralBenchmark Pricing PowerRegulated Standards PipeService Field Network

Segment mix

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

Vertex Pharmaceuticals Incorporated segments

Full profile >

Cystic Fibrosis CFTR Modulators

Quasi-Monopoly

99.9%

Hemoglobinopathies Gene Therapy (CASGEVY)

Oligopoly

0.1%

Acute Pain (JOURNAVX)

Competitive

n/a

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.