VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Workday, Inc. vs Zoetis 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 >

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.

View full moat analysis >

Side-by-side metrics

Workday, Inc.
Zoetis Inc.
Ticker / Exchange
WDAY - NASDAQ
ZTS - New York Stock Exchange
Market cap (USD)
$61.2B
$55.3B
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Subscription services (Workday cloud applications + platform)
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
71 / 100
73 / 100
Moat domains
Demand, Network
Demand, Supply, Legal
Last update
2025-12-23
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Workday, Inc. strengths

Training Org Change CostsData Workflow LockinSuite BundlingEcosystem ComplementsWorkday implementation expertise

Zoetis Inc. strengths

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

Zoetis Inc. segments

Full profile >

Companion Animal Products

Oligopoly

67.8%

Livestock Products

Oligopoly

31.3%

Client Supply Services & Human Health

Competitive

0.9%

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.