VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Ferrari N.V. vs Vertex Pharmaceuticals Incorporated

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

Ferrari N.V.

RACE · New York Stock Exchange

Market cap (USD)$67.2B
Gross margin (TTM)51.3%
Operating margin (TTM)29.3%
Net margin (TTM)22.6%
SectorConsumer
IndustryAuto - Manufacturers
CountryNL
Data as of2025-12-31
Moat score
81/ 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 Ferrari N.V.'s moat claims, evidence, and risks.

View RACE analysis

Vertex Pharmaceuticals Incorporated

VRTX · NASDAQ

Market cap (USD)$119B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
IndustryBiotechnology
CountryUS
Data as of2026-01-08
Moat score
99/ 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 Vertex Pharmaceuticals Incorporated's moat claims, evidence, and risks.

View VRTX analysis

Comparison highlights

  • Moat score gap: Vertex Pharmaceuticals Incorporated leads (99 / 100 vs 81 / 100 for Ferrari N.V.).
  • Segment focus: Ferrari N.V. has 3 segments (85.8% in Cars and spare parts); Vertex Pharmaceuticals Incorporated has 3 segments (99.9% in Cystic Fibrosis CFTR Modulators).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Ferrari N.V. has 5 moat types across 3 domains; Vertex Pharmaceuticals Incorporated has 7 across 4.

Primary market context

Ferrari N.V.

Cars and spare parts

Market

Luxury performance cars and OEM spare parts/after-sales

Geography

Global

Customer

High-net-worth individuals and collectors; sales and service via authorized dealers

Role

OEM / brand owner with selective dealer distribution

Revenue share

85.8%

Vertex Pharmaceuticals Incorporated

Cystic Fibrosis CFTR Modulators

Market

CFTR modulator therapies for cystic fibrosis

Geography

U.S., Europe, Australia, Canada

Customer

Patients (via specialty pharmacies/payers); CF care centers

Role

Drug developer/manufacturer

Revenue share

99.9%

Side-by-side metrics

Ferrari N.V.
Vertex Pharmaceuticals Incorporated
Ticker / Exchange
RACE - New York Stock Exchange
VRTX - NASDAQ
Market cap (USD)
$67.2B
$119B
Gross margin (TTM)
51.3%
n/a
Operating margin (TTM)
29.3%
n/a
Net margin (TTM)
22.6%
n/a
Sector
Consumer
Healthcare
Industry
Auto - Manufacturers
Biotechnology
HQ country
NL
US
Primary segment
Cars and spare parts
Cystic Fibrosis CFTR Modulators
Market structure
Oligopoly
Quasi-Monopoly
Market share
23% (reported)
70%-78% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
81 / 100
99 / 100
Moat domains
Demand, Supply, Legal
Legal, Demand, Financial, Supply
Last update
2025-12-31
2026-01-08

Moat coverage

Shared moat types

Capacity MoatIP Choke Point

Ferrari N.V. strengths

Brand TrustDistribution ControlInstalled Base Consumables

Vertex Pharmaceuticals Incorporated strengths

Government Contracting RelationshipsSwitching Costs GeneralBenchmark Pricing PowerRegulated Standards PipeService Field Network

Segment mix

Ferrari N.V. segments

Full profile >

Cars and spare parts

Oligopoly

85.8%

Sponsorship, commercial and brand

Competitive

10%

Other

Competitive

4.2%

Vertex Pharmaceuticals Incorporated segments

Full profile >

Cystic Fibrosis CFTR Modulators

Quasi-Monopoly

99.9%

Hemoglobinopathies Gene Therapy (CASGEVY)

Oligopoly

0.1%

Acute Pain (JOURNAVX)

Competitive

n/a

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.