VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Danaher Corporation vs SAP SE

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)$158.8B
SectorHealthcare
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

SAP SE

SAP · XETRA

Market cap (USD)$285.7B
SectorTechnology
CountryDE
Data as of2025-12-30
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 SAP SE's moat claims, evidence, and risks.

View SAP analysis

Comparison highlights

  • Moat score gap: Danaher Corporation leads (77 / 100 vs 65 / 100 for SAP SE).
  • Segment focus: Danaher Corporation has 3 segments (41% in Diagnostics); SAP SE has 2 segments (87.3% in Cloud and Software).
  • Moat breadth: Danaher Corporation has 7 moat types across 3 domains; SAP SE has 6 across 3.

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%

SAP SE

Cloud and Software

Market

Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services

Geography

Global

Customer

Large enterprises and upper mid-market

Role

Software vendor (SaaS + on-prem support + platform)

Revenue share

87.3%

Side-by-side metrics

Danaher Corporation
SAP SE
Ticker / Exchange
DHR - New York Stock Exchange
SAP - XETRA
Market cap (USD)
$158.8B
$285.7B
Sector
Healthcare
Technology
HQ country
US
DE
Primary segment
Diagnostics
Cloud and Software
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Demand, Network, Legal
Last update
2025-12-22
2025-12-30

Moat coverage

Shared moat types

Suite Bundling

Danaher Corporation strengths

Installed Base ConsumablesDesign In QualificationService Field NetworkOperational ExcellenceLearning Curve YieldRegulated Standards Pipe

SAP SE strengths

Data Workflow LockinEcosystem ComplementsLong Term ContractsCompliance AdvantageBrand Trust

Segment mix

Danaher Corporation segments

Full profile >

Biotechnology

Oligopoly

28.3%

Life Sciences

Oligopoly

30.7%

Diagnostics

Oligopoly

41%

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

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.