VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Rightmove plc vs Roche Holding AG

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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Roche Holding AG

ROG · SIX Swiss Exchange

Market cap (USD)$271.4B
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: Rightmove plc leads (88 / 100 vs 68 / 100 for Roche Holding AG).
  • Segment focus: Rightmove plc has 3 segments (71.8% in Agency); Roche Holding AG has 2 segments (76.3% in Pharmaceuticals).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Rightmove plc has 5 moat types across 2 domains; Roche Holding AG has 5 across 3.

Primary market context

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

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

Rightmove plc
Roche Holding AG
Ticker / Exchange
RMV - London Stock Exchange
ROG - SIX Swiss Exchange
Market cap (USD)
$5.2B
$271.4B
Gross margin (TTM)
n/a
73.6%
Operating margin (TTM)
n/a
29.1%
Net margin (TTM)
n/a
15.4%
Sector
Real Estate
Healthcare
Industry
n/a
Drug Manufacturers - General
HQ country
GB
CH
Primary segment
Agency
Pharmaceuticals
Market structure
Quasi-Monopoly
Competitive
Market share
70%-82% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
88 / 100
68 / 100
Moat domains
Network, Demand
Legal, Supply, Demand
Last update
2026-01-09
2025-12-28

Moat coverage

Shared moat types

Data Workflow Lockin

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem Complements

Roche Holding AG strengths

IP Choke PointCapex Knowhow ScaleInstalled Base ConsumablesRegulated Standards Pipe

Segment mix

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

Roche Holding AG segments

Full profile >

Pharmaceuticals

Competitive

76.3%

Diagnostics

Oligopoly

23.7%

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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.