VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Sika AG vs Zoetis Inc.

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

Sika AG

SIKA · SIX Swiss Exchange

Market cap (USD)$33B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
Industry
CountryCH
Data as of2026-01-11
Moat score
69/ 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 Sika AG's moat claims, evidence, and risks.

View SIKA analysis

Zoetis Inc.

ZTS · New York Stock Exchange

Market cap (USD)$56B
Gross margin (TTM)70.6%
Operating margin (TTM)37.6%
Net margin (TTM)28.2%
SectorHealthcare
IndustryDrug Manufacturers - Specialty & Generic
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 69 / 100 for Sika AG).
  • Segment focus: Sika AG has 2 segments (85.5% in Construction); Zoetis Inc. has 3 segments (67.8% in Companion Animal Products).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Sika AG has 6 moat types across 3 domains; Zoetis Inc. has 9 across 3.

Primary market context

Sika AG

Construction

Market

Construction chemicals and building finishing systems (concrete admixtures, waterproofing, roofing, flooring, repair, sealants/adhesives)

Geography

Global

Customer

B2B: contractors, installers, distributors/building-material channels, ready-mix and concrete producers, asset owners

Role

Specialty chemicals manufacturer + system provider (specification + application support)

Revenue share

85.5%

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

Sika AG
Zoetis Inc.
Ticker / Exchange
SIKA - SIX Swiss Exchange
ZTS - New York Stock Exchange
Market cap (USD)
$33B
$56B
Gross margin (TTM)
n/a
70.6%
Operating margin (TTM)
n/a
37.6%
Net margin (TTM)
n/a
28.2%
Sector
Materials
Healthcare
Industry
n/a
Drug Manufacturers - Specialty & Generic
HQ country
CH
US
Primary segment
Construction
Companion Animal Products
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
73 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2026-01-11
2025-12-26

Moat coverage

Shared moat types

Brand TrustService Field NetworkCompliance Advantage

Sika AG strengths

Physical Network DensityCapex Knowhow ScaleDesign In Qualification

Zoetis Inc. strengths

Regulated Standards PipeIP Choke PointInstalled Base ConsumablesCapacity MoatDistribution ControlOperational Excellence

Segment mix

Sika AG segments

Full profile >

Construction

Competitive

85.5%

Automotive & Industry

Oligopoly

14.5%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

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.