VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Prosus N.V. vs Roche Holding AG

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

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$135.6B
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX analysis

Roche Holding AG

ROG · SIX Swiss Exchange

Market cap (USD)
SectorHealthcare
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 49 / 100 for Prosus N.V.).
  • Segment focus: Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)); Roche Holding AG has 2 segments (76.3% in Pharmaceuticals).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Prosus N.V. has 7 moat types across 3 domains; Roche Holding AG has 5 across 3.

Primary market context

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

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

Prosus N.V.
Roche Holding AG
Ticker / Exchange
PRX - Euronext Amsterdam
ROG - SIX Swiss Exchange
Market cap (USD)
$135.6B
n/a
Sector
Technology
Healthcare
HQ country
NL
CH
Primary segment
Etail (eMAG marketplace + fulfillment)
Pharmaceuticals
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
49 / 100
68 / 100
Moat domains
Network, Supply, Demand
Legal, Supply, Demand
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Prosus N.V. strengths

Two Sided NetworkPhysical Network DensityHabit DefaultBrand TrustDesign In QualificationScale Economies Unit CostScope Economies

Roche Holding AG strengths

IP Choke PointCapex Knowhow ScaleInstalled Base ConsumablesData Workflow LockinRegulated Standards Pipe

Segment mix

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

5%

Roche Holding AG segments

Full profile >

Pharmaceuticals

Competitive

76.3%

Diagnostics

Oligopoly

23.7%

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.