VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Coloplast A/S vs Siemens Healthineers AG

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

Siemens Healthineers AG

SHL · XETRA

Market cap (USD)$47.3B
Gross margin (TTM)38.4%
Operating margin (TTM)14.7%
Net margin (TTM)9.1%
SectorHealthcare
IndustryMedical - Devices
CountryDE
Data as of2025-12-28
Moat score
68/ 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 Siemens Healthineers AG's moat claims, evidence, and risks.

View SHL analysis

Comparison highlights

  • Moat score gap: Coloplast A/S leads (77 / 100 vs 68 / 100 for Siemens Healthineers AG).
  • Segment focus: Coloplast A/S has 5 segments (35.5% in Ostomy Care); Siemens Healthineers AG has 4 segments (54.6% in Imaging).
  • Moat breadth: Coloplast A/S has 7 moat types across 3 domains; Siemens Healthineers AG has 8 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%

Siemens Healthineers AG

Imaging

Market

Diagnostic medical imaging equipment and related software/services (MRI, CT, X-ray, molecular imaging, ultrasound)

Geography

Global

Customer

Hospitals, imaging centers, clinics, and integrated delivery networks

Role

OEM + digital platform and service provider

Revenue share

54.6%

Side-by-side metrics

Coloplast A/S
Siemens Healthineers AG
Ticker / Exchange
COLOB - Nasdaq Copenhagen
SHL - XETRA
Market cap (USD)
$108.9B
$47.3B
Gross margin (TTM)
65%
38.4%
Operating margin (TTM)
27%
14.7%
Net margin (TTM)
14.3%
9.1%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Devices
HQ country
DK
DE
Primary segment
Ostomy Care
Imaging
Market structure
Oligopoly
Oligopoly
Market share
35%-40% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
68 / 100
Moat domains
Demand, Legal, Supply
Supply, Demand, Network
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Installed Base ConsumablesDesign In QualificationService Field Network

Coloplast A/S strengths

Brand TrustTraining Org Change CostsReputation ReviewsCompliance Advantage

Siemens Healthineers AG strengths

Data Workflow LockinCapex Knowhow ScaleLong Term ContractsEcosystem ComplementsSwitching Costs General

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%

Siemens Healthineers AG segments

Full profile >

Imaging

Oligopoly

54.6%

Diagnostics

Oligopoly

18.7%

Varian

Oligopoly

17.6%

Advanced Therapies

Oligopoly

9.1%

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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.