VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Danaher Corporation vs Zoetis 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)$148.1B
Gross margin (TTM)60.9%
Operating margin (TTM)20.9%
Net margin (TTM)14.7%
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

Zoetis Inc.

ZTS · New York Stock Exchange

Market cap (USD)$56.8B
Gross margin (TTM)70.5%
Operating margin (TTM)38%
Net margin (TTM)28.2%
SectorHealthcare
IndustryDrug Manufacturers - Specialty & Generic
CountryUS
Data as of2025-12-26
Moat score
73/ 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 Zoetis Inc.'s moat claims, evidence, and risks.

View ZTS analysis

Comparison highlights

  • Moat score gap: Danaher Corporation leads (77 / 100 vs 73 / 100 for Zoetis Inc.).
  • Segment focus: Danaher Corporation has 3 segments (41% in Diagnostics); Zoetis Inc. has 3 segments (67.8% in Companion Animal Products).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Danaher Corporation has 7 moat types across 3 domains; Zoetis Inc. has 9 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%

Zoetis Inc.

Companion Animal Products

Market

Companion animal veterinary medicines, vaccines and diagnostics

Geography

Global

Customer

Veterinarians, veterinary clinics, pet owners (via prescription/retail)

Role

Manufacturer and marketer

Revenue share

67.8%

Side-by-side metrics

Danaher Corporation
Zoetis Inc.
Ticker / Exchange
DHR - New York Stock Exchange
ZTS - New York Stock Exchange
Market cap (USD)
$148.1B
$56.8B
Gross margin (TTM)
60.9%
70.5%
Operating margin (TTM)
20.9%
38%
Net margin (TTM)
14.7%
28.2%
Sector
Healthcare
Healthcare
Industry
Medical - Diagnostics & Research
Drug Manufacturers - Specialty & Generic
HQ country
US
US
Primary segment
Diagnostics
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
77 / 100
73 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal
Last update
2025-12-22
2025-12-26

Moat coverage

Shared moat types

Installed Base ConsumablesService Field NetworkOperational ExcellenceRegulated Standards Pipe

Danaher Corporation strengths

Design In QualificationLearning Curve YieldSuite Bundling

Zoetis Inc. strengths

Brand TrustIP Choke PointCapacity MoatDistribution ControlCompliance Advantage

Segment mix

Danaher Corporation segments

Full profile >

Biotechnology

Oligopoly

28.3%

Life Sciences

Oligopoly

30.7%

Diagnostics

Oligopoly

41%

Zoetis Inc. segments

Full profile >

Companion Animal Products

Oligopoly

67.8%

Livestock Products

Oligopoly

31.3%

Client Supply Services & Human Health

Competitive

0.9%

Want the full wide moat stocks list?

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

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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.