VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Cadence Design Systems, Inc. vs Sartorius Stedim Biotech S.A.

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

Cadence Design Systems, Inc.

CDNS · NASDAQ

Market cap (USD)$86.5B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
84/ 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 Cadence Design Systems, Inc.'s moat claims, evidence, and risks.

View CDNS analysis

Sartorius Stedim Biotech S.A.

DIM · Euronext Paris

Market cap (USD)$23.6B
SectorHealthcare
CountryFR
Data as of2025-12-28
Moat score
80/ 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 Sartorius Stedim Biotech S.A.'s moat claims, evidence, and risks.

View DIM analysis

Comparison highlights

  • Moat score gap: Cadence Design Systems, Inc. leads (84 / 100 vs 80 / 100 for Sartorius Stedim Biotech S.A.).
  • Segment focus: Cadence Design Systems, Inc. has 3 segments (71% in Core EDA); Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables).
  • Moat breadth: Cadence Design Systems, Inc. has 8 moat types across 3 domains; Sartorius Stedim Biotech S.A. has 6 across 3.

Primary market context

Cadence Design Systems, Inc.

Core EDA

Market

Electronic design automation tools for semiconductor IC design and verification (digital, custom/analog, signoff, functional verification)

Geography

Global

Customer

Semiconductor designers (fabless and IDMs) and system companies with in-house silicon teams

Role

Tool vendor / workflow platform

Revenue share

71%

Sartorius Stedim Biotech S.A.

Sterile single-use bioprocessing consumables

Market

Sterile single-use bioprocessing consumables (bags, filters, fluid management components)

Geography

Global

Customer

Biopharmaceutical manufacturers and CDMOs

Role

Consumables supplier (single-use)

Revenue share

75%

Side-by-side metrics

Cadence Design Systems, Inc.
Sartorius Stedim Biotech S.A.
Ticker / Exchange
CDNS - NASDAQ
DIM - Euronext Paris
Market cap (USD)
$86.5B
$23.6B
Sector
Technology
Healthcare
HQ country
US
FR
Primary segment
Core EDA
Sterile single-use bioprocessing consumables
Market structure
Oligopoly
Oligopoly
Market share
29%-31% (estimated)
10%-25% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
84 / 100
80 / 100
Moat domains
Demand, Legal, Supply
Demand, Supply, Legal
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Suite BundlingDesign In QualificationInstalled Base ConsumablesCapex Knowhow Scale

Cadence Design Systems, Inc. strengths

Data Workflow LockinLong Term ContractsIP Choke PointService Field Network

Sartorius Stedim Biotech S.A. strengths

Learning Curve YieldCompliance Advantage

Segment mix

Cadence Design Systems, Inc. segments

Full profile >

Core EDA

Oligopoly

71%

Semiconductor IP

Oligopoly

13%

System Design and Analysis

Competitive

16%

Sartorius Stedim Biotech S.A. segments

Full profile >

Sterile single-use bioprocessing consumables

Oligopoly

75%

Bioprocessing equipment, systems, and software/services

Oligopoly

25%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.