VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

Stock Comparison

Danaher Corporation vs The Italian Sea Group S.p.A.

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)$170.8B
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

The Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
Moat score
61/ 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 The Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: Danaher Corporation leads (77 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: Danaher Corporation has 3 segments (41% in Diagnostics); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Moat breadth: Danaher Corporation has 7 moat types across 3 domains; The Italian Sea Group S.p.A. has 5 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%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

Danaher Corporation
The Italian Sea Group S.p.A.
Ticker / Exchange
DHR - New York Stock Exchange
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$170.8B
$241.7M
Gross margin (TTM)
61.4%
70.9%
Operating margin (TTM)
22.2%
12.1%
Net margin (TTM)
14.4%
3.8%
Sector
Healthcare
Consumer
Industry
Medical - Diagnostics & Research
Leisure
HQ country
US
IT
Primary segment
Diagnostics
Shipbuilding
Market structure
Oligopoly
Oligopoly
Market share
n/a
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
61 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal
Last update
2025-12-22
2026-01-08

Moat coverage

Shared moat types

Operational Excellence

Danaher Corporation strengths

Installed Base ConsumablesDesign In QualificationService Field NetworkLearning Curve YieldRegulated Standards PipeSuite Bundling

The Italian Sea Group S.p.A. strengths

Brand TrustSupply Chain ControlConcession LicenseLong Term Contracts

Segment mix

Danaher Corporation segments

Full profile >

Biotechnology

Oligopoly

28.3%

Life Sciences

Oligopoly

30.7%

Diagnostics

Oligopoly

41%

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

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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.