VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Coloplast A/S vs Workday, 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)
SectorHealthcare
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

Workday, Inc.

WDAY · NASDAQ

Market cap (USD)$61.2B
SectorTechnology
CountryUS
Data as of2025-12-23
Moat score
71/ 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 Workday, Inc.'s moat claims, evidence, and risks.

View WDAY analysis

Comparison highlights

  • Moat score gap: Coloplast A/S leads (77 / 100 vs 71 / 100 for Workday, Inc.).
  • Segment focus: Coloplast A/S has 5 segments (35.5% in Ostomy Care); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
  • Moat breadth: Coloplast A/S has 7 moat types across 3 domains; Workday, Inc. has 5 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%

Workday, Inc.

Subscription services (Workday cloud applications + platform)

Market

Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)

Geography

Global

Customer

Medium to large organizations (including higher education and government)

Role

SaaS application vendor and extensible platform provider

Revenue share

91.4%

Side-by-side metrics

Coloplast A/S
Workday, Inc.
Ticker / Exchange
COLOB - Nasdaq Copenhagen
WDAY - NASDAQ
Market cap (USD)
n/a
$61.2B
Sector
Healthcare
Technology
HQ country
DK
US
Primary segment
Ostomy Care
Subscription services (Workday cloud applications + platform)
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
71 / 100
Moat domains
Demand, Legal, Supply
Demand, Network
Last update
2025-12-29
2025-12-23

Moat coverage

Shared moat types

Training Org Change Costs

Coloplast A/S strengths

Installed Base ConsumablesBrand TrustReputation ReviewsCompliance AdvantageDesign In QualificationService Field Network

Workday, Inc. strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsWorkday implementation expertise

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%

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

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.