VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Agilent Technologies, Inc. vs Intuitive Surgical, Inc.

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

Agilent Technologies, Inc.

A · New York Stock Exchange

Market cap (USD)$38.9B
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
65/ 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 Agilent Technologies, Inc.'s moat claims, evidence, and risks.

View A analysis

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
83/ 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 Intuitive Surgical, Inc.'s moat claims, evidence, and risks.

View ISRG analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 65 / 100 for Agilent Technologies, Inc.).
  • Segment focus: Agilent Technologies, Inc. has 3 segments (41.9% in Agilent CrossLab); Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories).
  • Primary market structure: Competitive vs Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Agilent Technologies, Inc. has 5 moat types across 2 domains; Intuitive Surgical, Inc. has 9 across 4.

Primary market context

Agilent Technologies, Inc.

Agilent CrossLab

Market

Laboratory services, compliance/maintenance, consumables and lab informatics across the lab workflow

Geography

Global

Customer

B2B (installed base labs across pharma, diagnostics, academia and applied markets)

Role

Aftermarket services + consumables + informatics

Revenue share

41.9%

Intuitive Surgical, Inc.

Instruments and Accessories

Market

Proprietary robotic surgery instruments, accessories, and consumables used per procedure on the da Vinci (and Ion) installed base

Geography

Global

Customer

Hospitals and surgery centers purchasing consumables; surgeons and OR teams as end users

Role

Consumables OEM within proprietary platform

Revenue share

60.8%

Side-by-side metrics

Agilent Technologies, Inc.
Intuitive Surgical, Inc.
Ticker / Exchange
A - New York Stock Exchange
ISRG - NASDAQ
Market cap (USD)
$38.9B
n/a
Sector
Healthcare
Healthcare
HQ country
US
US
Primary segment
Agilent CrossLab
Instruments and Accessories
Market structure
Competitive
Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
65 / 100
83 / 100
Moat domains
Demand, Supply
Supply, Demand, Network, Legal
Last update
2025-12-22
2025-12-30

Moat coverage

Shared moat types

Installed Base ConsumablesService Field NetworkData Workflow Lockin

Agilent Technologies, Inc. strengths

Design In QualificationBrand Trust

Intuitive Surgical, Inc. strengths

Capex Knowhow ScaleTraining Org Change CostsEcosystem ComplementsProcurement InertiaIP Choke PointLong Term Contracts

Segment mix

Agilent Technologies, Inc. segments

Full profile >

Life Sciences and Diagnostics Markets

Oligopoly

39.2%

Agilent CrossLab

Competitive

41.9%

Applied Markets

Oligopoly

18.9%

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

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.