VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Boston Scientific Corporation vs Schneider Electric SE

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

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

Schneider Electric SE

SU.PA · Euronext Paris

Market cap (USD)$133.8B
Gross margin (TTM)42.5%
Operating margin (TTM)16.9%
Net margin (TTM)10.8%
SectorIndustrials
IndustryIndustrial - Machinery
CountryFR
Data as of2025-12-31
Moat score
72/ 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 Schneider Electric SE's moat claims, evidence, and risks.

View SU.PA analysis

Comparison highlights

  • Moat score gap: Schneider Electric SE leads (72 / 100 vs 65 / 100 for Boston Scientific Corporation).
  • Segment focus: Boston Scientific Corporation has 5 segments (49.8% in Cardiology); Schneider Electric SE has 2 segments (81.6% in Energy Management).
  • Moat breadth: Boston Scientific Corporation has 6 moat types across 3 domains; Schneider Electric SE has 5 across 3.

Primary market context

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%

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

81.6%

Side-by-side metrics

Boston Scientific Corporation
Schneider Electric SE
Ticker / Exchange
BSX - New York Stock Exchange
SU.PA - Euronext Paris
Market cap (USD)
$141.5B
$133.8B
Gross margin (TTM)
65.1%
42.5%
Operating margin (TTM)
17.3%
16.9%
Net margin (TTM)
14.4%
10.8%
Sector
Healthcare
Industrials
Industry
Medical - Devices
Industrial - Machinery
HQ country
US
FR
Primary segment
Cardiology
Energy Management
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
72 / 100
Moat domains
Demand, Legal, Supply
Network, Supply, Demand
Last update
2026-01-04
2025-12-31

Moat coverage

Shared moat types

Installed Base ConsumablesDistribution Control

Boston Scientific Corporation strengths

Procurement InertiaTraining Org Change CostsRegulated Standards PipeReputation Reviews

Schneider Electric SE strengths

Ecosystem ComplementsData Workflow LockinService Field Network

Segment mix

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%

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

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

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.