VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Booking Holdings Inc. vs Stryker 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)$175.6B
SectorConsumer
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

Stryker Corporation

SYK · New York Stock Exchange

Market cap (USD)$141.3B
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
71/ 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 Stryker Corporation's moat claims, evidence, and risks.

View SYK analysis

Comparison highlights

  • Moat score gap: Booking Holdings Inc. leads (77 / 100 vs 71 / 100 for Stryker Corporation).
  • Segment focus: Booking Holdings Inc. has 2 segments (95.5% in OTC online travel reservations (Booking.com, Priceline, Agoda)); Stryker Corporation has 2 segments (59.8% in MedSurg and Neurotechnology).
  • Moat breadth: Booking Holdings Inc. has 5 moat types across 4 domains; Stryker Corporation has 5 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%

Stryker Corporation

MedSurg and Neurotechnology

Market

Hospital medical devices: surgical equipment and navigation, endoscopy and visualization, patient handling and emergency care, neurosurgical and neurovascular devices

Geography

Global

Customer

Hospitals and ambulatory surgery centers; clinicians

Role

Medical device OEM + distributor/service provider

Revenue share

59.8%

Side-by-side metrics

Booking Holdings Inc.
Stryker Corporation
Ticker / Exchange
BKNG - NASDAQ Global Select Market
SYK - New York Stock Exchange
Market cap (USD)
$175.6B
$141.3B
Sector
Consumer
Healthcare
HQ country
US
US
Primary segment
OTC online travel reservations (Booking.com, Priceline, Agoda)
MedSurg and Neurotechnology
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
71 / 100
Moat domains
Network, Demand, Supply, Financial
Supply, Demand, Legal
Last update
2025-12-25
2025-12-30

Moat coverage

Shared moat types

Brand Trust

Booking Holdings Inc. strengths

Two Sided NetworkHabit DefaultScope EconomiesFloat Prepayment

Stryker Corporation strengths

Service Field NetworkCompliance AdvantageIP Choke PointTraining Org Change Costs

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%

Stryker Corporation segments

Full profile >

MedSurg and Neurotechnology

Oligopoly

59.8%

Orthopaedics

Oligopoly

40.2%

Want the full wide moat stocks list?

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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.