VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Coloplast A/S vs Hims & Hers Health, 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)$108.9B
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

Hims & Hers Health, Inc.

HIMS · New York Stock Exchange

Market cap (USD)$3.4B
Gross margin (TTM)75%
Operating margin (TTM)5.2%
Net margin (TTM)6.1%
SectorHealthcare
IndustryMedical - Equipment & Services
CountryUS
Data as of2025-12-29
Moat score
51/ 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 Hims & Hers Health, Inc.'s moat claims, evidence, and risks.

View HIMS analysis

Comparison highlights

  • Moat score gap: Coloplast A/S leads (77 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: Coloplast A/S has 5 segments (35.5% in Ostomy Care); Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Coloplast A/S has 7 moat types across 3 domains; Hims & Hers Health, Inc. has 3 across 2.

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%

Hims & Hers Health, Inc.

Online Platform

Market

Direct-to-consumer telehealth + subscription pharmacy (cash-pay) for lifestyle and chronic conditions

Geography

Primarily United States

Customer

Consumers (end-users), paid out-of-pocket; supported by affiliated provider networks and pharmacy fulfillment

Role

D2C digital health platform + fulfillment (mail-order pharmacy and partners)

Revenue share

97.4%

Side-by-side metrics

Coloplast A/S
Hims & Hers Health, Inc.
Ticker / Exchange
COLOB - Nasdaq Copenhagen
HIMS - New York Stock Exchange
Market cap (USD)
$108.9B
$3.4B
Gross margin (TTM)
65%
75%
Operating margin (TTM)
27%
5.2%
Net margin (TTM)
14.3%
6.1%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Equipment & Services
HQ country
DK
US
Primary segment
Ostomy Care
Online Platform
Market structure
Oligopoly
Competitive
Market share
35%-40% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
51 / 100
Moat domains
Demand, Legal, Supply
Demand, Supply
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Brand Trust

Coloplast A/S strengths

Installed Base ConsumablesTraining Org Change CostsReputation ReviewsCompliance AdvantageDesign In QualificationService Field Network

Hims & Hers Health, Inc. strengths

Habit DefaultOperational Excellence

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%

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

Want the full wide moat stocks list?

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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.