VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
Veeva Systems Inc. vs Watsco, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Veeva Systems Inc.
VEEV · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Veeva Systems Inc.'s moat claims, evidence, and risks.
View VEEV analysisWatsco, Inc.
WSO · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Watsco, Inc.'s moat claims, evidence, and risks.
View WSO analysisComparison highlights
- Moat score gap: Veeva Systems Inc. leads (82 / 100 vs 72 / 100 for Watsco, Inc.).
- Segment focus: Veeva Systems Inc. has 2 segments (53% in R&D Solutions); Watsco, Inc. has 1 segment (100% in HVAC/R Distribution).
- Primary market structure: Competitive vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: Veeva Systems Inc. has 4 moat types across 3 domains; Watsco, Inc. has 4 across 3.
Primary market context
Veeva Systems Inc.
R&D Solutions
Life sciences R&D, clinical, regulatory, safety, and quality cloud applications (Vault platform-based suites)
Global
Life sciences companies plus CROs and related regulated organizations
Vertical SaaS platform owner
53%
Watsco, Inc.
HVAC/R Distribution
HVAC/R equipment, parts and supplies distribution
North America (U.S., Canada, Mexico, Puerto Rico; export to Latin America/Caribbean)
Licensed HVAC and refrigeration contractors (residential & commercial)
Wholesale distributor
100%
Side-by-side metrics
Moat coverage
Shared moat types
Veeva Systems Inc. strengths
Watsco, Inc. strengths
Segment mix
Veeva Systems Inc. segments
Full profile >Commercial Solutions
Oligopoly
R&D Solutions
Competitive
Watsco, Inc. segments
Full profile >HVAC/R Distribution
Competitive
Want the full wide moat stocks list?
Browse the full ranking of wide moat stocks, updated with moat scores and segment context.
View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.