VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Meta Platforms, Inc. vs Sanofi

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

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.8T
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
94/ 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 Meta Platforms, Inc.'s moat claims, evidence, and risks.

View META analysis

Sanofi

SAN · Euronext Paris

Market cap (USD)
SectorHealthcare
CountryFR
Data as of2025-12-30
Moat score
74/ 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 Sanofi's moat claims, evidence, and risks.

View SAN analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 74 / 100 for Sanofi).
  • Segment focus: Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)); Sanofi has 3 segments (79.8% in Pharma (Prescription Medicines)).
  • Moat breadth: Meta Platforms, Inc. has 6 moat types across 2 domains; Sanofi has 5 across 3.

Primary market context

Meta Platforms, Inc.

Family of Apps (FoA)

Market

Global social media platforms & social media advertising

Geography

Global

Customer

Consumers and advertisers

Role

Two-sided platform (attention + ad auction)

Revenue share

98.7%

Sanofi

Pharma (Prescription Medicines)

Market

Branded prescription pharmaceuticals (immunology, rare disease, neurology, oncology, general medicines)

Geography

Global

Customer

Patients via payers/providers and channel partners (wholesalers, pharmacies, hospitals)

Role

Research-based drug developer, manufacturer, and marketer

Revenue share

79.8%

Side-by-side metrics

Meta Platforms, Inc.
Sanofi
Ticker / Exchange
META - Nasdaq Global Select Market
SAN - Euronext Paris
Market cap (USD)
$1.8T
n/a
Sector
Communication Services
Healthcare
HQ country
US
FR
Primary segment
Family of Apps (FoA)
Pharma (Prescription Medicines)
Market structure
Oligopoly
Oligopoly
Market share
55%-65% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
94 / 100
74 / 100
Moat domains
Network, Supply
Legal, Supply, Demand
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

Learning Curve Yield

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsData Network EffectsEcosystem ComplementsCapex Knowhow Scale

Sanofi strengths

Regulated Standards PipeIP Choke PointBrand TrustDistribution Control

Segment mix

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

Sanofi segments

Full profile >

Pharma (Prescription Medicines)

Oligopoly

79.8%

Vaccines

Oligopoly

20.2%

Opella (Consumer Healthcare - Sanofi minority stake)

Competitive

n/a

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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.