VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

CDW Corporation vs GE HealthCare Technologies Inc.

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

CDW Corporation

CDW · NASDAQ

Market cap (USD)$17.4B
Gross margin (TTM)21.6%
Operating margin (TTM)7.4%
Net margin (TTM)4.8%
SectorTechnology
IndustryInformation Technology Services
CountryUS
Data as of2026-01-06
Moat score
52/ 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 CDW Corporation's moat claims, evidence, and risks.

View CDW analysis

GE HealthCare Technologies Inc.

GEHC · The Nasdaq Stock Market LLC

Market cap (USD)$38.8B
Gross margin (TTM)40.8%
Operating margin (TTM)13.5%
Net margin (TTM)11%
SectorHealthcare
IndustryMedical - Healthcare Information Services
CountryUS
Data as of2025-12-22
Moat score
63/ 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 GE HealthCare Technologies Inc.'s moat claims, evidence, and risks.

View GEHC analysis

Comparison highlights

  • Moat score gap: GE HealthCare Technologies Inc. leads (63 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); GE HealthCare Technologies Inc. has 4 segments (45% in Imaging).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; GE HealthCare Technologies Inc. has 8 across 4.

Primary market context

CDW Corporation

Corporate

Market

IT solutions provider / value-added reseller (VAR) + services for U.S. private-sector businesses (250+ employees)

Geography

United States

Customer

Private-sector enterprises (mid-market and large)

Role

Value-added reseller / systems integrator

Revenue share

42.1%

GE HealthCare Technologies Inc.

Imaging

Market

Diagnostic imaging equipment and related service (CT, MR, molecular imaging, X-ray, women's health) and imaging IT

Geography

Global

Customer

Hospitals, imaging centers

Role

OEM + service + software

Revenue share

45%

Side-by-side metrics

CDW Corporation
GE HealthCare Technologies Inc.
Ticker / Exchange
CDW - NASDAQ
GEHC - The Nasdaq Stock Market LLC
Market cap (USD)
$17.4B
$38.8B
Gross margin (TTM)
21.6%
40.8%
Operating margin (TTM)
7.4%
13.5%
Net margin (TTM)
4.8%
11%
Sector
Technology
Healthcare
Industry
Information Technology Services
Medical - Healthcare Information Services
HQ country
US
US
Primary segment
Corporate
Imaging
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
52 / 100
63 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Network, Legal
Last update
2026-01-06
2025-12-22

Moat coverage

Shared moat types

Service Field NetworkScope Economies

CDW Corporation strengths

Preferential Input AccessProcurement InertiaOperational ExcellenceGovernment Contracting Relationships

GE HealthCare Technologies Inc. strengths

Data Workflow LockinTraining Org Change CostsEcosystem ComplementsInstalled Base ConsumablesSupply Chain ControlCompliance Advantage

Segment mix

CDW Corporation segments

Full profile >

Corporate

Competitive

42.1%

Small Business

Competitive

7.3%

Public

Competitive

38.8%

Other (UK & Canada)

Competitive

11.8%

GE HealthCare Technologies Inc. segments

Full profile >

Imaging

Oligopoly

45%

Advanced Visualization Solutions (AVS)

Oligopoly

26.1%

Patient Care Solutions (PCS)

Oligopoly

15.9%

Pharmaceutical Diagnostics (PDx)

Oligopoly

12.8%

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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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.