VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

WiseTech Global Limited vs Zoetis Inc.

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

WiseTech Global Limited

WTC · ASX

Market cap (USD)$15.4B
SectorTechnology
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

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.

Full stock profile

Dive deeper into Zoetis Inc.'s moat claims, evidence, and risks.

View ZTS analysis

Comparison highlights

  • Moat score gap: WiseTech Global Limited leads (86 / 100 vs 73 / 100 for Zoetis Inc.).
  • Segment focus: WiseTech Global Limited has 3 segments (87.6% in CargoWise); Zoetis Inc. has 3 segments (67.8% in Companion Animal Products).
  • Moat breadth: WiseTech Global Limited has 6 moat types across 2 domains; Zoetis Inc. has 9 across 3.

Primary market context

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%

Zoetis Inc.

Companion Animal Products

Market

Companion animal veterinary medicines, vaccines and diagnostics

Geography

Global

Customer

Veterinarians, veterinary clinics, pet owners (via prescription/retail)

Role

Manufacturer and marketer

Revenue share

67.8%

Side-by-side metrics

WiseTech Global Limited
Zoetis Inc.
Ticker / Exchange
WTC - ASX
ZTS - New York Stock Exchange
Market cap (USD)
$15.4B
$55.3B
Sector
Technology
Healthcare
HQ country
AU
US
Primary segment
CargoWise
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
96% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
86 / 100
73 / 100
Moat domains
Demand, Network
Demand, Supply, Legal
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

WiseTech Global Limited strengths

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

Zoetis Inc. strengths

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

Segment mix

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

Zoetis Inc. segments

Full profile >

Companion Animal Products

Oligopoly

67.8%

Livestock Products

Oligopoly

31.3%

Client Supply Services & Human Health

Competitive

0.9%

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.