VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

QUALCOMM Incorporated vs Zoetis Inc.

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

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
70/ 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 QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

Zoetis Inc.

ZTS · New York Stock Exchange

Market cap (USD)$55.3B
SectorHealthcare
CountryUS
Data as of2025-12-26
Moat score
73/ 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 Zoetis Inc.'s moat claims, evidence, and risks.

View ZTS analysis

Comparison highlights

  • Moat score gap: Zoetis Inc. leads (73 / 100 vs 70 / 100 for QUALCOMM Incorporated).
  • Segment focus: QUALCOMM Incorporated has 4 segments (62.8% in Handset chipsets (Snapdragon platforms)); Zoetis Inc. has 3 segments (67.8% in Companion Animal Products).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: QUALCOMM Incorporated has 7 moat types across 4 domains; Zoetis Inc. has 9 across 3.

Primary market context

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

62.8%

Zoetis Inc.

Companion Animal Products

Market

Companion animal veterinary medicines, vaccines and diagnostics

Geography

Global

Customer

Veterinarians, veterinary clinics, pet owners (via prescription/retail)

Role

Manufacturer and marketer

Revenue share

67.8%

Side-by-side metrics

QUALCOMM Incorporated
Zoetis Inc.
Ticker / Exchange
QCOM - NASDAQ Global Select Market
ZTS - New York Stock Exchange
Market cap (USD)
n/a
$55.3B
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Handset chipsets (Snapdragon platforms)
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
22%-26% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
70 / 100
73 / 100
Moat domains
Supply, Network, Demand, Legal
Demand, Supply, Legal
Last update
2025-12-30
2025-12-26

Moat coverage

Shared moat types

IP Choke Point

QUALCOMM Incorporated strengths

Keystone ComponentCapex Knowhow ScaleEcosystem ComplementsDesign In QualificationScope EconomiesLong Term Contracts

Zoetis Inc. strengths

Brand TrustService Field NetworkRegulated Standards PipeInstalled Base ConsumablesCapacity MoatDistribution ControlCompliance AdvantageOperational Excellence

Segment mix

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

62.8%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

8.9%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.9%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

12.6%

Zoetis Inc. segments

Full profile >

Companion Animal Products

Oligopoly

67.8%

Livestock Products

Oligopoly

31.3%

Client Supply Services & Human Health

Competitive

0.9%

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.