VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Amazon.com, Inc. vs Intuitive Surgical, Inc.

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

Amazon.com, Inc.

AMZN · NASDAQ

Market cap (USD)$2.5T
SectorConsumer
CountryUS
Data as of2025-12-29
Moat score
87/ 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 Amazon.com, Inc.'s moat claims, evidence, and risks.

View AMZN 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: Amazon.com, Inc. leads (87 / 100 vs 83 / 100 for Intuitive Surgical, Inc.).
  • Segment focus: Amazon.com, Inc. has 4 segments (73.5% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories).
  • Primary market structure: Oligopoly vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; Intuitive Surgical, Inc. has 9 across 4.

Primary market context

Amazon.com, Inc.

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Market

US retail ecommerce marketplace and online retail (integrated fulfillment + membership shipping)

Geography

United States

Customer

Consumers and third-party merchants

Role

Marketplace operator, retailer, and fulfillment provider

Revenue share

73.5%

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

Amazon.com, Inc.
Intuitive Surgical, Inc.
Ticker / Exchange
AMZN - NASDAQ
ISRG - NASDAQ
Market cap (USD)
$2.5T
n/a
Sector
Consumer
Healthcare
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Instruments and Accessories
Market structure
Oligopoly
Monopoly
Market share
39%-42% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
87 / 100
83 / 100
Moat domains
Supply, Demand, Network, Financial
Supply, Demand, Network, Legal
Last update
2025-12-29
2025-12-30

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term Contracts

Amazon.com, Inc. strengths

Scope EconomiesTwo Sided NetworkPhysical Network DensitySuite BundlingHabit DefaultNegative Working CapitalDistribution ControlData Network Effects

Intuitive Surgical, Inc. strengths

Training Org Change CostsEcosystem ComplementsProcurement InertiaInstalled Base ConsumablesIP Choke PointService Field NetworkData Workflow Lockin

Segment mix

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

16.9%

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Oligopoly

73.5%

Advertising Services (Amazon Ads / Retail Media)

Oligopoly

8.8%

Other (healthcare, content licensing/distribution, shipping services, co-branded credit card agreements, etc.)

Competitive

0.9%

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

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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.