VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 10, 2026
Stock Comparison
Vertex Pharmaceuticals Incorporated vs Watsco, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Vertex Pharmaceuticals Incorporated
VRTX · NASDAQ
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 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: Vertex Pharmaceuticals Incorporated leads (99 / 100 vs 72 / 100 for Watsco, Inc.).
- Segment focus: Vertex Pharmaceuticals Incorporated has 3 segments (99.9% in Cystic Fibrosis CFTR Modulators); Watsco, Inc. has 1 segment (100% in HVAC/R Distribution).
- Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: Vertex Pharmaceuticals Incorporated has 7 moat types across 4 domains; Watsco, Inc. has 4 across 3.
Primary market context
Vertex Pharmaceuticals Incorporated
Cystic Fibrosis CFTR Modulators
CFTR modulator therapies for cystic fibrosis
U.S., Europe, Australia, Canada
Patients (via specialty pharmacies/payers); CF care centers
Drug developer/manufacturer
99.9%
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
No overlap yet.
Vertex Pharmaceuticals Incorporated strengths
Watsco, Inc. strengths
Segment mix
Vertex Pharmaceuticals Incorporated segments
Full profile >Cystic Fibrosis CFTR Modulators
Quasi-Monopoly
Hemoglobinopathies Gene Therapy (CASGEVY)
Oligopoly
Acute Pain (JOURNAVX)
Competitive
Watsco, Inc. segments
Full profile >HVAC/R Distribution
Competitive
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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.