VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

Stock Comparison

Coloplast A/S vs The Italian Sea Group S.p.A.

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)$127.6B
Gross margin (TTM)65.1%
Operating margin (TTM)27.2%
Net margin (TTM)13%
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

The Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
Moat score
61/ 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 The Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: Coloplast A/S leads (77 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: Coloplast A/S has 5 segments (35.5% in Ostomy Care); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Moat breadth: Coloplast A/S has 7 moat types across 3 domains; The Italian Sea Group S.p.A. 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%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

Coloplast A/S
The Italian Sea Group S.p.A.
Ticker / Exchange
COLOB - Nasdaq Copenhagen
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$127.6B
$241.7M
Gross margin (TTM)
65.1%
70.9%
Operating margin (TTM)
27.2%
12.1%
Net margin (TTM)
13%
3.8%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Leisure
HQ country
DK
IT
Primary segment
Ostomy Care
Shipbuilding
Market structure
Oligopoly
Oligopoly
Market share
35%-40% (reported)
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
61 / 100
Moat domains
Demand, Legal, Supply
Demand, Supply, Legal
Last update
2025-12-29
2026-01-08

Moat coverage

Shared moat types

Brand Trust

Coloplast A/S strengths

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

The Italian Sea Group S.p.A. strengths

Supply Chain ControlConcession LicenseLong Term ContractsOperational 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%

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

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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.