VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Becton, Dickinson and Company vs Netflix, Inc.

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

Becton, Dickinson and Company

BDX · New York Stock Exchange

Market cap (USD)$57.2B
Gross margin (TTM)45.4%
Operating margin (TTM)11.8%
Net margin (TTM)7.7%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2025-12-31
Moat score
66/ 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 Becton, Dickinson and Company's moat claims, evidence, and risks.

View BDX analysis

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: Becton, Dickinson and Company leads (66 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Becton, Dickinson and Company has 5 segments (29.5% in Medical Essentials); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Becton, Dickinson and Company has 7 moat types across 3 domains; Netflix, Inc. has 5 across 4.

Primary market context

Becton, Dickinson and Company

Medical Essentials

Market

Single-use medical consumables and specimen collection systems

Geography

Global

Customer

Healthcare providers and clinical labs

Role

Manufacturer

Revenue share

29.5%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

Becton, Dickinson and Company
Netflix, Inc.
Ticker / Exchange
BDX - New York Stock Exchange
NFLX - NASDAQ
Market cap (USD)
$57.2B
$387.5B
Gross margin (TTM)
45.4%
48.1%
Operating margin (TTM)
11.8%
29.1%
Net margin (TTM)
7.7%
24.1%
Sector
Healthcare
Communication Services
Industry
Medical - Instruments & Supplies
Entertainment
HQ country
US
US
Primary segment
Medical Essentials
Streaming entertainment platform
Market structure
Competitive
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
66 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Legal, Financial
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Becton, Dickinson and Company strengths

Installed Base ConsumablesOperational ExcellenceCompliance AdvantageData Workflow LockinLong Term ContractsDesign In QualificationSwitching Costs General

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

Becton, Dickinson and Company segments

Full profile >

Medical Essentials

Competitive

29.5%

Connected Care

Oligopoly

20.9%

BioPharma Systems

Oligopoly

10.6%

Interventional

Competitive

23.9%

Life Sciences

Oligopoly

15.1%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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

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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.