VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Danaher Corporation vs Netflix, 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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: Danaher Corporation leads (77 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Danaher Corporation has 3 segments (41% in Diagnostics); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Moat breadth: Danaher Corporation has 7 moat types across 3 domains; Netflix, Inc. has 5 across 4.

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%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

Danaher Corporation
Netflix, Inc.
Ticker / Exchange
DHR - New York Stock Exchange
NFLX - NASDAQ
Market cap (USD)
$168.6B
$387.5B
Gross margin (TTM)
61.4%
48.1%
Operating margin (TTM)
22.2%
29.1%
Net margin (TTM)
14.4%
24.1%
Sector
Healthcare
Communication Services
Industry
Medical - Diagnostics & Research
Entertainment
HQ country
US
US
Primary segment
Diagnostics
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Legal, Financial
Last update
2025-12-22
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Danaher Corporation strengths

Installed Base ConsumablesDesign In QualificationService Field NetworkOperational ExcellenceLearning Curve YieldRegulated Standards PipeSuite Bundling

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

Danaher Corporation segments

Full profile >

Biotechnology

Oligopoly

28.3%

Life Sciences

Oligopoly

30.7%

Diagnostics

Oligopoly

41%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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.