★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Becton, Dickinson and Company vs Thermo Fisher Scientific 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)$54.8B
Gross margin (TTM)46.5%
Operating margin (TTM)10.6%
Net margin (TTM)5.3%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2026-07-12
Moat score
65/ 100

Partial score covering 71% of segment weight.

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

Thermo Fisher Scientific Inc.

TMO · New York Stock Exchange

Market cap (USD)$179.2B
Gross margin (TTM)39.4%
Operating margin (TTM)17.8%
Net margin (TTM)15.2%
SectorHealthcare
IndustryMedical - Diagnostics & Research
CountryUS
Data as of2026-07-12
Moat score
70/ 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 Thermo Fisher Scientific Inc.'s moat claims, evidence, and risks.

View TMO analysis

Comparison highlights

  • Segment focus: Becton, Dickinson and Company has 4 segments (35.2% in Medical Essentials); Thermo Fisher Scientific Inc. has 4 segments (54.5% in Laboratory Products and Biopharma Services).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Becton, Dickinson and Company has 5 moat types across 2 domains; Thermo Fisher Scientific Inc. has 6 across 2.

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

35.2%

Thermo Fisher Scientific Inc.

Laboratory Products and Biopharma Services

Market

Laboratory supplies distribution/market channel plus outsourced biopharma services (CDMO/CRO)

Geography

Global

Customer

Pharma & biotech; academic/government labs; industrial and clinical laboratories

Role

Distributor/market channel and outsourced services provider

Revenue share

54.5%

Side-by-side metrics

Becton, Dickinson and Company
Thermo Fisher Scientific Inc.
Ticker / Exchange
BDX - New York Stock Exchange
TMO - New York Stock Exchange
Market cap (USD)
$54.8B
$179.2B
Gross margin (TTM)
46.5%
39.4%
Operating margin (TTM)
10.6%
17.8%
Net margin (TTM)
5.3%
15.2%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Diagnostics & Research
HQ country
US
US
Primary segment
Medical Essentials
Laboratory Products and Biopharma Services
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
65 / 100 (partial, 71% coverage)
70 / 100
Moat domains
Supply, Demand
Demand, Supply
Last update
2026-07-12
2026-07-12

Moat coverage

Shared moat types

Installed Base Consumables

Becton, Dickinson and Company strengths

Operational ExcellenceData Workflow LockinLong Term ContractsDesign In Qualification

Thermo Fisher Scientific Inc. strengths

Format Lock InBrand TrustService Field NetworkDistribution ControlProcurement Inertia

Segment mix

Becton, Dickinson and Company segments

Full profile >

Medical Essentials

Competitive

35.2%

Connected Care

Oligopoly

24.5%

BioPharma Systems

Oligopoly

11.1%

Interventional

Competitive

29.2%

Thermo Fisher Scientific Inc. segments

Full profile >

Life Sciences Solutions

Oligopoly

20.2%

Analytical Instruments

Oligopoly

15.1%

Specialty Diagnostics

Oligopoly

10.2%

Laboratory Products and Biopharma Services

Competitive

54.5%

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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.