VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

UnitedHealth Group Incorporated vs Zoetis Inc.

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

UnitedHealth Group Incorporated

UNH · New York Stock Exchange

Market cap (USD)$123.8B
SectorHealthcare
CountryUS
Data as of2025-12-31
Moat score
64/ 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 UnitedHealth Group Incorporated's moat claims, evidence, and risks.

View UNH 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 64 / 100 for UnitedHealth Group Incorporated).
  • Segment focus: UnitedHealth Group Incorporated has 4 segments (74.9% in UnitedHealthcare); Zoetis Inc. has 3 segments (67.8% in Companion Animal Products).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: UnitedHealth Group Incorporated has 5 moat types across 2 domains; Zoetis Inc. has 9 across 3.

Primary market context

UnitedHealth Group Incorporated

UnitedHealthcare

Market

U.S. health benefits / managed care (commercial, Medicare Advantage, Medicaid managed care)

Geography

United States (primarily)

Customer

Employers, individuals, and government-sponsored programs

Role

Health insurer / managed care organization

Revenue share

74.9%

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

UnitedHealth Group Incorporated
Zoetis Inc.
Ticker / Exchange
UNH - New York Stock Exchange
ZTS - New York Stock Exchange
Market cap (USD)
$123.8B
$55.3B
Sector
Healthcare
Healthcare
HQ country
US
US
Primary segment
UnitedHealthcare
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
64 / 100
73 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal
Last update
2025-12-31
2025-12-26

Moat coverage

Shared moat types

Operational Excellence

UnitedHealth Group Incorporated strengths

Scale Economies Unit CostSuite BundlingData Workflow LockinTraining Org Change Costs

Zoetis Inc. strengths

Brand TrustService Field NetworkRegulated Standards PipeIP Choke PointInstalled Base ConsumablesCapacity MoatDistribution ControlCompliance Advantage

Segment mix

UnitedHealth Group Incorporated segments

Full profile >

UnitedHealthcare

Oligopoly

74.9%

Optum Health

Competitive

9.9%

Optum Insight

Competitive

1.7%

Optum Rx

Oligopoly

13.5%

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?

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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.