VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Danaher Corporation vs Graco Inc.

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

Danaher Corporation

DHR · New York Stock Exchange

Market cap (USD)$168.6B
Gross margin (TTM)61.4%
Operating margin (TTM)22.2%
Net margin (TTM)14.4%
SectorHealthcare
IndustryMedical - Diagnostics & Research
CountryUS
Data as of2025-12-22
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 Danaher Corporation's moat claims, evidence, and risks.

View DHR analysis

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
Moat score
67/ 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 Graco Inc.'s moat claims, evidence, and risks.

View GGG analysis

Comparison highlights

  • Moat score gap: Danaher Corporation leads (77 / 100 vs 67 / 100 for Graco Inc.).
  • Segment focus: Danaher Corporation has 3 segments (41% in Diagnostics); Graco Inc. has 3 segments (49.4% in Contractor).
  • Moat breadth: Danaher Corporation has 7 moat types across 3 domains; Graco Inc. has 7 across 2.

Primary market context

Danaher Corporation

Diagnostics

Market

In vitro diagnostics instruments, consumables, software and services (clinical lab, acute care/POC, pathology, molecular diagnostics)

Geography

Global

Customer

Hospitals, physician offices, reference laboratories, pathology labs, critical care settings

Role

IVD device manufacturer and reagent/test supplier + software/services

Revenue share

41%

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

Side-by-side metrics

Danaher Corporation
Graco Inc.
Ticker / Exchange
DHR - New York Stock Exchange
GGG - New York Stock Exchange
Market cap (USD)
$168.6B
$13.8B
Gross margin (TTM)
61.4%
52.3%
Operating margin (TTM)
22.2%
26.6%
Net margin (TTM)
14.4%
22.7%
Sector
Healthcare
Industrials
Industry
Medical - Diagnostics & Research
Industrial - Machinery
HQ country
US
US
Primary segment
Diagnostics
Contractor
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
67 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply
Last update
2025-12-22
2026-01-05

Moat coverage

Shared moat types

Installed Base ConsumablesDesign In QualificationService Field NetworkOperational Excellence

Danaher Corporation strengths

Learning Curve YieldRegulated Standards PipeSuite Bundling

Graco Inc. strengths

Brand TrustDistribution ControlScope Economies

Segment mix

Danaher Corporation segments

Full profile >

Biotechnology

Oligopoly

28.3%

Life Sciences

Oligopoly

30.7%

Diagnostics

Oligopoly

41%

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.