VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Becton, Dickinson and Company vs Oracle Corporation

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)
SectorHealthcare
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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: Becton, Dickinson and Company leads (66 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Becton, Dickinson and Company has 5 segments (29.5% in Medical Essentials); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Weak.
  • Moat breadth: Becton, Dickinson and Company has 7 moat types across 3 domains; Oracle Corporation has 7 across 3.

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%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

Becton, Dickinson and Company
Oracle Corporation
Ticker / Exchange
BDX - New York Stock Exchange
ORCL - New York Stock Exchange
Market cap (USD)
n/a
$567.4B
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
Medical Essentials
Infrastructure cloud services and license support
Market structure
Competitive
Oligopoly
Market share
n/a
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
66 / 100
56 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Network
Last update
2025-12-31
2025-12-26

Moat coverage

Shared moat types

Long Term ContractsSwitching Costs General

Becton, Dickinson and Company strengths

Installed Base ConsumablesOperational ExcellenceCompliance AdvantageData Workflow LockinDesign In Qualification

Oracle Corporation strengths

Suite BundlingCapex Knowhow ScaleInteroperability HubKeystone ComponentTraining Org Change Costs

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%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

Want the full wide moat stocks list?

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

View the moat stocks list

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.