VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Workday, Inc. vs West Pharmaceutical Services, Inc.

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

Workday, Inc.

WDAY · NASDAQ

Market cap (USD)$61.2B
SectorTechnology
CountryUS
Data as of2025-12-23
Moat score
71/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

West Pharmaceutical Services, Inc.

WST · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
85/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Workday, Inc.
West Pharmaceutical Services, Inc.
Ticker / Exchange
WDAY - NASDAQ
WST - New York Stock Exchange
Market cap (USD)
$61.2B
n/a
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Subscription services (Workday cloud applications + platform)
Proprietary Products
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
70%-75% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
85 / 100
Moat domains
Demand, Network
Demand, Legal, Supply
Last update
2025-12-23
2025-12-22

Moat coverage

Shared moat types

No overlap yet.

Workday, Inc. strengths

Training Org Change CostsData Workflow LockinSuite BundlingEcosystem ComplementsWorkday implementation expertise

West Pharmaceutical Services, Inc. strengths

Design In QualificationCompliance AdvantageBrand TrustCapex Knowhow ScaleOperational Excellence

Segment mix

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

West Pharmaceutical Services, Inc. segments

Full profile >

Proprietary Products

Quasi-Monopoly

80.7%

Contract-Manufactured Products

Competitive

19.3%

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.