VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Chipotle Mexican Grill, Inc. vs Intuitive Surgical, Inc.

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

Chipotle Mexican Grill, Inc.

CMG · New York Stock Exchange

Market cap (USD)$52.5B
SectorConsumer
CountryUS
Data as of2025-12-26
Moat score
62/ 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 Chipotle Mexican Grill, Inc.'s moat claims, evidence, and risks.

View CMG analysis

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
83/ 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 Intuitive Surgical, Inc.'s moat claims, evidence, and risks.

View ISRG analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 62 / 100 for Chipotle Mexican Grill, Inc.).
  • Segment focus: Chipotle Mexican Grill, Inc. has 1 segment (100% in Restaurant operations (company-owned Chipotle restaurants)); Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories).
  • Primary market structure: Competitive vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Chipotle Mexican Grill, Inc. has 4 moat types across 2 domains; Intuitive Surgical, Inc. has 9 across 4.

Primary market context

Chipotle Mexican Grill, Inc.

Restaurant operations (company-owned Chipotle restaurants)

Market

Fast-casual restaurants (Mexican-inspired, made-to-order)

Geography

Primarily United States; limited international presence

Customer

Consumers

Role

Company-operated restaurant operator

Revenue share

100%

Intuitive Surgical, Inc.

Instruments and Accessories

Market

Proprietary robotic surgery instruments, accessories, and consumables used per procedure on the da Vinci (and Ion) installed base

Geography

Global

Customer

Hospitals and surgery centers purchasing consumables; surgeons and OR teams as end users

Role

Consumables OEM within proprietary platform

Revenue share

60.8%

Side-by-side metrics

Chipotle Mexican Grill, Inc.
Intuitive Surgical, Inc.
Ticker / Exchange
CMG - New York Stock Exchange
ISRG - NASDAQ
Market cap (USD)
$52.5B
n/a
Sector
Consumer
Healthcare
HQ country
US
US
Primary segment
Restaurant operations (company-owned Chipotle restaurants)
Instruments and Accessories
Market structure
Competitive
Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
62 / 100
83 / 100
Moat domains
Demand, Supply
Supply, Demand, Network, Legal
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Chipotle Mexican Grill, Inc. strengths

Brand TrustSupply Chain ControlOperational ExcellenceHabit Default

Intuitive Surgical, Inc. strengths

Capex Knowhow ScaleTraining Org Change CostsEcosystem ComplementsProcurement InertiaInstalled Base ConsumablesIP Choke PointService Field NetworkData Workflow LockinLong Term Contracts

Segment mix

Chipotle Mexican Grill, Inc. segments

Full profile >

Restaurant operations (company-owned Chipotle restaurants)

Competitive

100%

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

Want the full wide moat stocks list?

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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.