VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Pool Corporation vs Roche Holding AG

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

Pool Corporation

POOL · NASDAQ

Market cap (USD)$8.8B
Gross margin (TTM)29.6%
Operating margin (TTM)11.1%
Net margin (TTM)7.8%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
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 Pool Corporation's moat claims, evidence, and risks.

View POOL analysis

Roche Holding AG

ROG · SIX Swiss Exchange

Market cap (USD)$258.5B
Gross margin (TTM)73.6%
Operating margin (TTM)29.1%
Net margin (TTM)15.4%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryCH
Data as of2025-12-28
Moat score
68/ 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 Roche Holding AG's moat claims, evidence, and risks.

View ROG analysis

Comparison highlights

  • Moat score gap: Roche Holding AG leads (68 / 100 vs 56 / 100 for Pool Corporation).
  • Segment focus: Pool Corporation has 1 segment (100% in Wholesale distribution (pool, irrigation, outdoor living)); Roche Holding AG has 2 segments (76.3% in Pharmaceuticals).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Pool Corporation has 5 moat types across 2 domains; Roche Holding AG has 5 across 3.

Primary market context

Pool Corporation

Wholesale distribution (pool, irrigation, outdoor living)

Market

Wholesale distribution of swimming pool, irrigation/landscape, and related outdoor living products

Geography

North America (majority), with operations in Europe and Australia

Customer

Pool builders/remodelers, pool service/repair professionals, specialty pool retailers, irrigation/landscape contractors, commercial pool operators

Role

Distributor / wholesaler

Revenue share

100%

Roche Holding AG

Pharmaceuticals

Market

Innovative (branded) prescription pharmaceuticals

Geography

Global

Customer

Healthcare providers and systems (hospitals/clinics), payers/governments, and patients

Role

Innovator pharmaceutical developer, manufacturer and marketer

Revenue share

76.3%

Side-by-side metrics

Pool Corporation
Roche Holding AG
Ticker / Exchange
POOL - NASDAQ
ROG - SIX Swiss Exchange
Market cap (USD)
$8.8B
$258.5B
Gross margin (TTM)
29.6%
73.6%
Operating margin (TTM)
11.1%
29.1%
Net margin (TTM)
7.8%
15.4%
Sector
Industrials
Healthcare
Industry
Industrial - Distribution
Drug Manufacturers - General
HQ country
US
CH
Primary segment
Wholesale distribution (pool, irrigation, outdoor living)
Pharmaceuticals
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
68 / 100
Moat domains
Supply, Demand
Legal, Supply, Demand
Last update
2026-01-06
2025-12-28

Moat coverage

Shared moat types

Data Workflow Lockin

Pool Corporation strengths

Physical Network DensityScale Economies Unit CostScope EconomiesProcurement Inertia

Roche Holding AG strengths

IP Choke PointCapex Knowhow ScaleInstalled Base ConsumablesRegulated Standards Pipe

Segment mix

Pool Corporation segments

Full profile >

Wholesale distribution (pool, irrigation, outdoor living)

Competitive

100%

Roche Holding AG segments

Full profile >

Pharmaceuticals

Competitive

76.3%

Diagnostics

Oligopoly

23.7%

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.