VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Vertex Pharmaceuticals Incorporated vs WiseTech Global Limited

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

Vertex Pharmaceuticals Incorporated

VRTX · NASDAQ

Market cap (USD)$119B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
IndustryBiotechnology
CountryUS
Data as of2026-01-08
Moat score
99/ 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 Vertex Pharmaceuticals Incorporated's moat claims, evidence, and risks.

View VRTX analysis

WiseTech Global Limited

WTC · ASX

Market cap (USD)$22.2B
Gross margin (TTM)83.6%
Operating margin (TTM)37.2%
Net margin (TTM)25.6%
SectorTechnology
IndustrySoftware - Application
CountryAU
Data as of2025-12-29
Moat score
86/ 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 WiseTech Global Limited's moat claims, evidence, and risks.

View WTC analysis

Comparison highlights

  • Moat score gap: Vertex Pharmaceuticals Incorporated leads (99 / 100 vs 86 / 100 for WiseTech Global Limited).
  • Segment focus: Vertex Pharmaceuticals Incorporated has 3 segments (99.9% in Cystic Fibrosis CFTR Modulators); WiseTech Global Limited has 3 segments (87.6% in CargoWise).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Vertex Pharmaceuticals Incorporated has 7 moat types across 4 domains; WiseTech Global Limited has 6 across 2.

Primary market context

Vertex Pharmaceuticals Incorporated

Cystic Fibrosis CFTR Modulators

Market

CFTR modulator therapies for cystic fibrosis

Geography

U.S., Europe, Australia, Canada

Customer

Patients (via specialty pharmacies/payers); CF care centers

Role

Drug developer/manufacturer

Revenue share

99.9%

WiseTech Global Limited

CargoWise

Market

Enterprise logistics execution software for freight forwarders, customs brokers and 3PLs (CargoWise platform)

Geography

Global

Customer

Logistics service providers (freight forwarders, customs brokers, 3PLs)

Role

SaaS software platform vendor

Revenue share

87.6%

Side-by-side metrics

Vertex Pharmaceuticals Incorporated
WiseTech Global Limited
Ticker / Exchange
VRTX - NASDAQ
WTC - ASX
Market cap (USD)
$119B
$22.2B
Gross margin (TTM)
n/a
83.6%
Operating margin (TTM)
n/a
37.2%
Net margin (TTM)
n/a
25.6%
Sector
Healthcare
Technology
Industry
Biotechnology
Software - Application
HQ country
US
AU
Primary segment
Cystic Fibrosis CFTR Modulators
CargoWise
Market structure
Quasi-Monopoly
Oligopoly
Market share
70%-78% (reported)
96% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
99 / 100
86 / 100
Moat domains
Legal, Demand, Financial, Supply
Demand, Network
Last update
2026-01-08
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Vertex Pharmaceuticals Incorporated strengths

IP Choke PointGovernment Contracting RelationshipsSwitching Costs GeneralBenchmark Pricing PowerRegulated Standards PipeService Field NetworkCapacity Moat

WiseTech Global Limited strengths

Data Workflow LockinEcosystem ComplementsSuite BundlingLegacy installed-base tailTwo Sided NetworkData Network Effects

Segment mix

Vertex Pharmaceuticals Incorporated segments

Full profile >

Cystic Fibrosis CFTR Modulators

Quasi-Monopoly

99.9%

Hemoglobinopathies Gene Therapy (CASGEVY)

Oligopoly

0.1%

Acute Pain (JOURNAVX)

Competitive

n/a

WiseTech Global Limited segments

Full profile >

CargoWise

Oligopoly

87.6%

Non-CargoWise acquired platforms (legacy)

Competitive

12.4%

e2open (multi-enterprise supply chain applications & network; acquired)

Oligopoly

n/a

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.