VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Alcon Inc. vs Intuit Inc.

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

Alcon Inc.

ALC · New York Stock Exchange

Market cap (USD)$39.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryCH
Data as of2026-01-10
Moat score
71/ 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 Alcon Inc.'s moat claims, evidence, and risks.

View ALC analysis

Intuit Inc.

INTU · NASDAQ

Market cap (USD)$180.1B
Gross margin (TTM)80.8%
Operating margin (TTM)26.7%
Net margin (TTM)21.2%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-30
Moat score
76/ 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 Intuit Inc.'s moat claims, evidence, and risks.

View INTU analysis

Comparison highlights

  • Moat score gap: Intuit Inc. leads (76 / 100 vs 71 / 100 for Alcon Inc.).
  • Segment focus: Alcon Inc. has 2 segments (56% in Surgical); Intuit Inc. has 4 segments (58.8% in Global Business Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Alcon Inc. has 7 moat types across 3 domains; Intuit Inc. has 8 across 4.

Primary market context

Alcon Inc.

Surgical

Market

Ophthalmic surgical devices (implantables, consumables, equipment) and related service/training

Geography

Global

Customer

Ophthalmic surgeons, hospitals, ambulatory surgery centers, group purchasing organizations

Role

Medical device OEM with direct service, clinical support, and training

Revenue share

56%

Intuit Inc.

Global Business Solutions

Market

Small and mid-market business financial management, payroll, payments/capital, and marketing automation software (QuickBooks ecosystem + Mailchimp)

Geography

Global

Customer

Small businesses, mid-market businesses, and accounting/bookkeeping professionals

Role

SaaS platform operator and payments/embedded-finance enabler

Revenue share

58.8%

Side-by-side metrics

Alcon Inc.
Intuit Inc.
Ticker / Exchange
ALC - New York Stock Exchange
INTU - NASDAQ
Market cap (USD)
$39.8B
$180.1B
Gross margin (TTM)
n/a
80.8%
Operating margin (TTM)
n/a
26.7%
Net margin (TTM)
n/a
21.2%
Sector
Healthcare
Technology
Industry
n/a
Software - Application
HQ country
CH
US
Primary segment
Surgical
Global Business Solutions
Market structure
Oligopoly
Oligopoly
Market share
40%-46% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
71 / 100
76 / 100
Moat domains
Demand, Supply, Legal
Demand, Network, Supply, Legal
Last update
2026-01-10
2025-12-30

Moat coverage

Shared moat types

Suite BundlingCompliance AdvantageBrand Trust

Alcon Inc. strengths

Installed Base ConsumablesService Field NetworkProcurement InertiaCapex Knowhow Scale

Intuit Inc. strengths

Ecosystem ComplementsData Workflow LockinDistribution ControlTwo Sided NetworkData Network Effects

Segment mix

Alcon Inc. segments

Full profile >

Surgical

Oligopoly

56%

Vision Care

Oligopoly

44%

Intuit Inc. segments

Full profile >

Global Business Solutions

Oligopoly

58.8%

Consumer

Oligopoly

25.9%

Credit Karma

Competitive

12%

ProTax

Oligopoly

3.3%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.