VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Coloplast A/S vs DexCom, Inc.

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

Coloplast A/S

COLOB · Nasdaq Copenhagen

Market cap (USD)$14.6B
Gross margin (TTM)65%
Operating margin (TTM)27%
Net margin (TTM)14.3%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryDK
Data as of2025-12-29
Moat score
77/ 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 Coloplast A/S's moat claims, evidence, and risks.

View COLOB analysis

DexCom, Inc.

DXCM · Nasdaq Global Select Market

Market cap (USD)$23.6B
Gross margin (TTM)60.1%
Operating margin (TTM)19.6%
Net margin (TTM)17.9%
SectorHealthcare
IndustryMedical - Devices
CountryUS
Data as of2026-04-24
Moat score
82/ 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 DexCom, Inc.'s moat claims, evidence, and risks.

View DXCM analysis

Comparison highlights

  • Moat score gap: DexCom, Inc. leads (82 / 100 vs 77 / 100 for Coloplast A/S).
  • Segment focus: Coloplast A/S has 5 segments (35.5% in Ostomy Care); DexCom, Inc. has 1 segment (100% in Continuous glucose monitoring systems).
  • Moat breadth: Coloplast A/S has 7 moat types across 3 domains; DexCom, Inc. has 5 across 3.

Primary market context

Coloplast A/S

Ostomy Care

Market

Ostomy care products (bags, plates, supporting products)

Geography

Global

Customer

Healthcare providers and distributors; end-users are ostomy patients

Role

Medical device manufacturer (disposable consumables)

Revenue share

35.5%

DexCom, Inc.

Continuous glucose monitoring systems

Market

Global continuous glucose monitoring systems and glucose biosensing devices

Geography

Global, with FY2025 revenue 71.5% United States and 28.5% international

Customer

People with diabetes, metabolic-health users, caregivers, clinicians, payors, distributors and pharmacy channels

Role

CGM device manufacturer, disposable sensor supplier, software/data platform and distribution partner

Revenue share

100%

Side-by-side metrics

Coloplast A/S
DexCom, Inc.
Ticker / Exchange
COLOB - Nasdaq Copenhagen
DXCM - Nasdaq Global Select Market
Market cap (USD)
$14.6B
$23.6B
Gross margin (TTM)
65%
60.1%
Operating margin (TTM)
27%
19.6%
Net margin (TTM)
14.3%
17.9%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Devices
HQ country
DK
US
Primary segment
Ostomy Care
Continuous glucose monitoring systems
Market structure
Oligopoly
Oligopoly
Market share
35%-40% (reported)
35.1% (estimated)
HHI estimate
n/a
4,452
Pricing power
Moderate
Moderate
Moat score
77 / 100
82 / 100
Moat domains
Demand, Legal, Supply
Demand, Network, Legal
Last update
2025-12-29
2026-04-24

Moat coverage

Shared moat types

Installed Base ConsumablesBrand Trust

Coloplast A/S strengths

Training Org Change CostsReputation ReviewsCompliance AdvantageDesign In QualificationService Field Network

DexCom, Inc. strengths

Ecosystem ComplementsRegulated Standards PipeData Workflow Lockin

Segment mix

Coloplast A/S segments

Full profile >

Ostomy Care

Oligopoly

35.5%

Continence Care

Oligopoly

32.2%

Voice & Respiratory Care

Oligopoly

8.2%

Wound & Tissue Repair

Competitive

14.1%

Interventional Urology

Oligopoly

10%

DexCom, Inc. segments

Full profile >

Continuous glucose monitoring systems

Oligopoly

100%

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

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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.