VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Bristol-Myers Squibb Company vs Coloplast A/S

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

Bristol-Myers Squibb Company

BMY · New York Stock Exchange

Market cap (USD)$123.5B
Gross margin (TTM)67.7%
Operating margin (TTM)26.3%
Net margin (TTM)14.6%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-22
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 Bristol-Myers Squibb Company's moat claims, evidence, and risks.

View BMY analysis

Coloplast A/S

COLOB · Nasdaq Copenhagen

Market cap (USD)$108.9B
Gross margin (TTM)65%
Operating margin (TTM)27%
Net margin (TTM)14.3%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryDK
Data as of2025-12-29
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 Coloplast A/S's moat claims, evidence, and risks.

View COLOB analysis

Comparison highlights

  • Moat score gap: Coloplast A/S leads (77 / 100 vs 56 / 100 for Bristol-Myers Squibb Company).
  • Segment focus: Bristol-Myers Squibb Company has 5 segments (27.6% in Eliquis franchise (apixaban)); Coloplast A/S has 5 segments (35.5% in Ostomy Care).
  • Moat breadth: Bristol-Myers Squibb Company has 4 moat types across 3 domains; Coloplast A/S has 7 across 3.

Primary market context

Bristol-Myers Squibb Company

Eliquis franchise (apixaban)

Market

Direct oral anticoagulants (DOACs) for stroke prevention in NVAF and treatment/prevention of DVT/PE

Geography

Global

Customer

Payers, PBMs, hospitals, clinics, pharmacies

Role

Branded drug manufacturer (co-commercialization alliance)

Revenue share

27.6%

Coloplast A/S

Ostomy Care

Market

Ostomy care products (bags, plates, supporting products)

Geography

Global

Customer

Healthcare providers and distributors; end-users are ostomy patients

Role

Medical device manufacturer (disposable consumables)

Revenue share

35.5%

Side-by-side metrics

Bristol-Myers Squibb Company
Coloplast A/S
Ticker / Exchange
BMY - New York Stock Exchange
COLOB - Nasdaq Copenhagen
Market cap (USD)
$123.5B
$108.9B
Gross margin (TTM)
67.7%
65%
Operating margin (TTM)
26.3%
27%
Net margin (TTM)
14.6%
14.3%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Medical - Instruments & Supplies
HQ country
US
DK
Primary segment
Eliquis franchise (apixaban)
Ostomy Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
35%-40% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
56 / 100
77 / 100
Moat domains
Legal, Demand, Supply
Demand, Legal, Supply
Last update
2025-12-22
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Bristol-Myers Squibb Company strengths

IP Choke PointProcurement InertiaCapex Knowhow ScaleSwitching Costs General

Coloplast A/S strengths

Installed Base ConsumablesBrand TrustTraining Org Change CostsReputation ReviewsCompliance AdvantageDesign In QualificationService Field Network

Segment mix

Bristol-Myers Squibb Company segments

Full profile >

Eliquis franchise (apixaban)

Oligopoly

27.6%

Immuno-oncology checkpoint inhibitors (Opdivo/Yervoy/Opdualag)

Oligopoly

26.4%

Hematology (Revlimid/Pomalyst/Reblozyl)

Competitive

23%

Immunology (Orencia/Sotyktu)

Competitive

8.1%

Other specialty & emerging products (CAR-T, cardiomyopathy, neuroscience, and mature brands)

Competitive

14.9%

Coloplast A/S segments

Full profile >

Ostomy Care

Oligopoly

35.5%

Continence Care

Oligopoly

32.2%

Voice & Respiratory Care

Oligopoly

8.2%

Wound & Tissue Repair

Competitive

14.1%

Interventional Urology

Oligopoly

10%

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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.