VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Autodesk, Inc. vs Sartorius Stedim Biotech S.A.

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

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$63.7B
SectorTechnology
CountryUS
Data as of2025-12-29
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 Autodesk, Inc.'s moat claims, evidence, and risks.

View ADSK analysis

Sartorius Stedim Biotech S.A.

DIM · Euronext Paris

Market cap (USD)$23.6B
SectorHealthcare
CountryFR
Data as of2025-12-28
Moat score
80/ 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 Sartorius Stedim Biotech S.A.'s moat claims, evidence, and risks.

View DIM analysis

Comparison highlights

  • Moat score gap: Sartorius Stedim Biotech S.A. leads (80 / 100 vs 69 / 100 for Autodesk, Inc.).
  • Segment focus: Autodesk, Inc. has 5 segments (47.9% in Architecture, Engineering, Construction and Operations (AECO)); Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Autodesk, Inc. has 7 moat types across 2 domains; Sartorius Stedim Biotech S.A. has 6 across 3.

Primary market context

Autodesk, Inc.

Architecture, Engineering, Construction and Operations (AECO)

Market

Architecture, engineering, construction & operations (AECO) software (BIM, civil design, construction management)

Geography

Global

Customer

B2B / professional

Role

Software vendor (design + construction workflow platform)

Revenue share

47.9%

Sartorius Stedim Biotech S.A.

Sterile single-use bioprocessing consumables

Market

Sterile single-use bioprocessing consumables (bags, filters, fluid management components)

Geography

Global

Customer

Biopharmaceutical manufacturers and CDMOs

Role

Consumables supplier (single-use)

Revenue share

75%

Side-by-side metrics

Autodesk, Inc.
Sartorius Stedim Biotech S.A.
Ticker / Exchange
ADSK - NASDAQ
DIM - Euronext Paris
Market cap (USD)
$63.7B
$23.6B
Sector
Technology
Healthcare
HQ country
US
FR
Primary segment
Architecture, Engineering, Construction and Operations (AECO)
Sterile single-use bioprocessing consumables
Market structure
Oligopoly
Oligopoly
Market share
n/a
10%-25% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
80 / 100
Moat domains
Demand, Network
Demand, Supply, Legal
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Suite Bundling

Autodesk, Inc. strengths

Data Workflow LockinTwo Sided NetworkFormat Lock InEcosystem ComplementsBrand TrustProcurement Inertia

Sartorius Stedim Biotech S.A. strengths

Installed Base ConsumablesDesign In QualificationLearning Curve YieldCompliance AdvantageCapex Knowhow Scale

Segment mix

Autodesk, Inc. segments

Full profile >

Architecture, Engineering, Construction and Operations (AECO)

Oligopoly

47.9%

AutoCAD and AutoCAD LT

Quasi-Monopoly

25.6%

Manufacturing (MFG)

Oligopoly

19.4%

Media and Entertainment (M&E)

Competitive

5.1%

Other (Consulting and other products/services)

Competitive

1.9%

Sartorius Stedim Biotech S.A. segments

Full profile >

Sterile single-use bioprocessing consumables

Oligopoly

75%

Bioprocessing equipment, systems, and software/services

Oligopoly

25%

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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.