VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Booking Holdings Inc. vs Boston Scientific Corporation

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

Booking Holdings Inc.

BKNG · NASDAQ Global Select Market

Market cap (USD)$173B
Gross margin (TTM)100%
Operating margin (TTM)32.7%
Net margin (TTM)19.4%
SectorConsumer
IndustryTravel Services
CountryUS
Data as of2025-12-25
Moat score
77/ 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 Booking Holdings Inc.'s moat claims, evidence, and risks.

View BKNG analysis

Boston Scientific Corporation

BSX · New York Stock Exchange

Market cap (USD)$141.5B
Gross margin (TTM)65.1%
Operating margin (TTM)17.3%
Net margin (TTM)14.4%
SectorHealthcare
IndustryMedical - Devices
CountryUS
Data as of2026-01-04
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 Boston Scientific Corporation's moat claims, evidence, and risks.

View BSX analysis

Comparison highlights

  • Moat score gap: Booking Holdings Inc. leads (77 / 100 vs 65 / 100 for Boston Scientific Corporation).
  • Segment focus: Booking Holdings Inc. has 2 segments (95.5% in OTC online travel reservations (Booking.com, Priceline, Agoda)); Boston Scientific Corporation has 5 segments (49.8% in Cardiology).
  • Moat breadth: Booking Holdings Inc. has 5 moat types across 4 domains; Boston Scientific Corporation has 6 across 3.

Primary market context

Booking Holdings Inc.

OTC online travel reservations (Booking.com, Priceline, Agoda)

Market

Online travel agency (OTA) reservation platforms

Geography

Global

Customer

Two-sided: travelers (B2C) and travel service providers (B2B)

Role

Intermediary / marketplace

Revenue share

95.5%

Boston Scientific Corporation

Cardiology

Market

Cardiology devices (interventional cardiology, structural heart, electrophysiology, cardiac rhythm management and remote monitoring)

Geography

Global

Customer

Hospitals/cath labs/EP labs and specialty clinics (cardiologists, electrophysiologists)

Role

Medical device OEM / implantables + procedure devices + service-enabled monitoring

Revenue share

49.8%

Side-by-side metrics

Booking Holdings Inc.
Boston Scientific Corporation
Ticker / Exchange
BKNG - NASDAQ Global Select Market
BSX - New York Stock Exchange
Market cap (USD)
$173B
$141.5B
Gross margin (TTM)
100%
65.1%
Operating margin (TTM)
32.7%
17.3%
Net margin (TTM)
19.4%
14.4%
Sector
Consumer
Healthcare
Industry
Travel Services
Medical - Devices
HQ country
US
US
Primary segment
OTC online travel reservations (Booking.com, Priceline, Agoda)
Cardiology
Market structure
Oligopoly
Oligopoly
Market share
23%-31% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
65 / 100
Moat domains
Network, Demand, Supply, Financial
Demand, Legal, Supply
Last update
2025-12-25
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Booking Holdings Inc. strengths

Two Sided NetworkBrand TrustHabit DefaultScope EconomiesFloat Prepayment

Boston Scientific Corporation strengths

Installed Base ConsumablesProcurement InertiaTraining Org Change CostsRegulated Standards PipeReputation ReviewsDistribution Control

Segment mix

Booking Holdings Inc. segments

Full profile >

OTC online travel reservations (Booking.com, Priceline, Agoda)

Oligopoly

95.5%

Metasearch & restaurant reservations (KAYAK, OpenTable)

Competitive

4.5%

Boston Scientific Corporation segments

Full profile >

Endoscopy

Oligopoly

16%

Urology

Competitive

13.1%

Neuromodulation

Oligopoly

6.6%

Cardiology

Oligopoly

49.8%

Peripheral Interventions

Competitive

14.4%

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.