VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Oracle Corporation vs Sanofi

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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL 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: Sanofi leads (74 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); Sanofi has 3 segments (79.8% in Pharma (Prescription Medicines)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Oracle Corporation has 7 moat types across 3 domains; Sanofi has 5 across 3.

Primary market context

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

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

Oracle Corporation
Sanofi
Ticker / Exchange
ORCL - New York Stock Exchange
SAN - Euronext Paris
Market cap (USD)
$567.4B
n/a
Sector
Technology
Healthcare
HQ country
US
FR
Primary segment
Infrastructure cloud services and license support
Pharma (Prescription Medicines)
Market structure
Oligopoly
Oligopoly
Market share
3% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
74 / 100
Moat domains
Demand, Supply, Network
Legal, Supply, Demand
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

Sanofi strengths

Regulated Standards PipeIP Choke PointLearning Curve YieldBrand TrustDistribution Control

Segment mix

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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.