VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Airbnb, Inc. vs Medtronic plc

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

Airbnb, Inc.

ABNB · NASDAQ

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-25
Moat score
69/ 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 Airbnb, Inc.'s moat claims, evidence, and risks.

View ABNB analysis

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$123.8B
SectorHealthcare
CountryIE
Data as of2025-12-31
Moat score
63/ 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 Medtronic plc's moat claims, evidence, and risks.

View MDT analysis

Comparison highlights

  • Moat score gap: Airbnb, Inc. leads (69 / 100 vs 63 / 100 for Medtronic plc).
  • Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbnb, Inc. has 4 moat types across 3 domains; Medtronic plc has 9 across 3.

Primary market context

Airbnb, Inc.

Airbnb Marketplace

Market

Online marketplace for short-term accommodations and experiences

Geography

Global

Customer

Hosts (supply) and guests (demand)

Role

Marketplace / platform operator

Revenue share

100%

Medtronic plc

Cardiovascular Portfolio

Market

Cardiovascular medical devices (cardiac rhythm management, electrophysiology/ablation, structural heart, coronary & peripheral vascular)

Geography

Global

Customer

Hospitals, cath labs, electrophysiologists, cardiologists, cardiac & vascular surgeons

Role

Device OEM + procedure support + remote monitoring software/services

Revenue share

37.2%

Side-by-side metrics

Airbnb, Inc.
Medtronic plc
Ticker / Exchange
ABNB - NASDAQ
MDT - New York Stock Exchange
Market cap (USD)
n/a
$123.8B
Sector
Consumer
Healthcare
HQ country
US
IE
Primary segment
Airbnb Marketplace
Cardiovascular Portfolio
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
63 / 100
Moat domains
Network, Demand, Financial
Legal, Demand, Network
Last update
2025-12-25
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Airbnb, Inc. strengths

Two Sided NetworkReputation ReviewsBrand TrustFloat Prepayment

Medtronic plc strengths

Regulated Standards PipeData Workflow LockinDesign In QualificationEcosystem ComplementsIP Choke PointProcurement InertiaSuite BundlingCompliance AdvantageInstalled Base Consumables

Segment mix

Airbnb, Inc. segments

Full profile >

Airbnb Marketplace

Competitive

100%

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

37.2%

Neuroscience Portfolio

Oligopoly

29.4%

Medical Surgical Portfolio

Competitive

25.1%

Diabetes Operating Unit

Oligopoly

8.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.