VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

CDW Corporation vs Medtronic plc

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

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$124.9B
Gross margin (TTM)62.3%
Operating margin (TTM)17.9%
Net margin (TTM)13.7%
SectorHealthcare
IndustryMedical - Devices
CountryIE
Data as of2025-12-31
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 Medtronic plc's moat claims, evidence, and risks.

View MDT analysis

Comparison highlights

  • Moat score gap: Medtronic plc leads (63 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; Medtronic plc has 9 across 3.

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%

Medtronic plc

Cardiovascular Portfolio

Market

Cardiovascular medical devices (cardiac rhythm management, electrophysiology/ablation, structural heart, coronary & peripheral vascular)

Geography

Global

Customer

Hospitals, cath labs, electrophysiologists, cardiologists, cardiac & vascular surgeons

Role

Device OEM + procedure support + remote monitoring software/services

Revenue share

37.2%

Side-by-side metrics

CDW Corporation
Medtronic plc
Ticker / Exchange
CDW - NASDAQ
MDT - New York Stock Exchange
Market cap (USD)
$17.4B
$124.9B
Gross margin (TTM)
21.6%
62.3%
Operating margin (TTM)
7.4%
17.9%
Net margin (TTM)
4.8%
13.7%
Sector
Technology
Healthcare
Industry
Information Technology Services
Medical - Devices
HQ country
US
IE
Primary segment
Corporate
Cardiovascular Portfolio
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
Legal, Demand, Network
Last update
2026-01-06
2025-12-31

Moat coverage

Shared moat types

Procurement Inertia

CDW Corporation strengths

Service Field NetworkScope EconomiesPreferential Input AccessOperational ExcellenceGovernment Contracting Relationships

Medtronic plc strengths

Regulated Standards PipeData Workflow LockinDesign In QualificationEcosystem ComplementsIP Choke PointSuite BundlingCompliance AdvantageInstalled Base Consumables

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%

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

37.2%

Neuroscience Portfolio

Oligopoly

29.4%

Medical Surgical Portfolio

Competitive

25.1%

Diabetes Operating Unit

Oligopoly

8.2%

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.