VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

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Stock Comparison

Constellation Software Inc. vs GE HealthCare Technologies Inc.

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

Constellation Software Inc.

CSU · Toronto Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryCA

Data as of2026-01-02

Moat score

74/ 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 Constellation Software Inc.'s moat claims, evidence, and risks.

View CSU analysis

GE HealthCare Technologies Inc.

GEHC · The Nasdaq Stock Market LLC

Market cap (USD)$37.9B

Gross margin (TTM)40.8%

Operating margin (TTM)13.5%

Net margin (TTM)11%

SectorHealthcare

IndustryMedical - Healthcare Information Services

CountryUS

Data as of2025-12-22

Moat score

63/ 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 GE HealthCare Technologies Inc.'s moat claims, evidence, and risks.

View GEHC analysis

Comparison highlights

Moat score gap: Constellation Software Inc. leads (74 / 100 vs 63 / 100 for GE HealthCare Technologies Inc.).
Segment focus: Constellation Software Inc. has 6 segments; GE HealthCare Technologies Inc. has 4 segments (45% in Imaging).
Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
Moat breadth: Constellation Software Inc. has 3 moat types across 2 domains; GE HealthCare Technologies Inc. has 8 across 4.

Primary market context

Constellation Software Inc.

Volaris Operating Group

Market

Vertical market software (VMS) portfolios across diverse industries (Volaris)

Geography

Global (North America, Continental Europe, UK, Australia, South America, Africa)

Customer

Organizations in specific verticals (mix of public and private sector)

Role

Vertical market software vendor (application provider + long-term maintainer)

GE HealthCare Technologies Inc.

Imaging

Market

Diagnostic imaging equipment and related service (CT, MR, molecular imaging, X-ray, women's health) and imaging IT

Geography

Global

Customer

Hospitals, imaging centers

Role

OEM + service + software

Revenue share

45%

Side-by-side metrics

Constellation Software Inc.

GE HealthCare Technologies Inc.

Ticker / Exchange

CSU - Toronto Stock Exchange

GEHC - The Nasdaq Stock Market LLC

Market cap (USD)

n/a

$37.9B

Gross margin (TTM)

n/a

40.8%

Operating margin (TTM)

n/a

13.5%

Net margin (TTM)

n/a

11%

Sector

Technology

Healthcare

Industry

n/a

Medical - Healthcare Information Services

HQ country

Primary segment

Volaris Operating Group

Imaging

Market structure

Competitive

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

74 / 100

63 / 100

Moat domains

Demand, Supply

Supply, Demand, Network, Legal

Last update

2026-01-02

2025-12-22

Moat coverage

Shared moat types

Installed Base Consumables

Constellation Software Inc. strengths

Switching Costs GeneralOperational Excellence

GE HealthCare Technologies Inc. strengths

Service Field NetworkData Workflow LockinTraining Org Change CostsEcosystem ComplementsSupply Chain ControlCompliance AdvantageScope Economies

Segment mix

Constellation Software Inc. segments

Full profile >

Volaris Operating Group

Competitive

n/a

Harris Operating Group

Competitive

n/a

Topicus.com Operating Group

Competitive

n/a

Jonas Operating Group

Competitive

n/a

Perseus Operating Group

Competitive

n/a

Vela Operating Group

Competitive

n/a

GE HealthCare Technologies Inc. segments

Full profile >

Imaging

Oligopoly

45%

Advanced Visualization Solutions (AVS)

Oligopoly

26.1%

Patient Care Solutions (PCS)

Oligopoly

15.9%

Pharmaceutical Diagnostics (PDx)

Oligopoly

12.8%

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.