VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Sartorius Stedim Biotech S.A. vs DexCom, Inc.

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

Sartorius Stedim Biotech S.A.

DIM · Euronext Paris

Market cap (USD)$18.2B
Gross margin (TTM)45.3%
Operating margin (TTM)18.5%
Net margin (TTM)9%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryFR
Data as of2025-12-28
Moat score
80/ 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 Sartorius Stedim Biotech S.A.'s moat claims, evidence, and risks.

View DIM analysis

DexCom, Inc.

DXCM · Nasdaq Global Select Market

Market cap (USD)$23.6B
Gross margin (TTM)60.1%
Operating margin (TTM)19.6%
Net margin (TTM)17.9%
SectorHealthcare
IndustryMedical - Devices
CountryUS
Data as of2026-04-24
Moat score
82/ 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 DexCom, Inc.'s moat claims, evidence, and risks.

View DXCM analysis

Comparison highlights

  • Moat score gap: DexCom, Inc. leads (82 / 100 vs 80 / 100 for Sartorius Stedim Biotech S.A.).
  • Segment focus: Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables); DexCom, Inc. has 1 segment (100% in Continuous glucose monitoring systems).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Sartorius Stedim Biotech S.A. has 6 moat types across 3 domains; DexCom, Inc. has 5 across 3.

Primary market context

Sartorius Stedim Biotech S.A.

Sterile single-use bioprocessing consumables

Market

Sterile single-use bioprocessing consumables (bags, filters, fluid management components)

Geography

Global

Customer

Biopharmaceutical manufacturers and CDMOs

Role

Consumables supplier (single-use)

Revenue share

75%

DexCom, Inc.

Continuous glucose monitoring systems

Market

Global continuous glucose monitoring systems and glucose biosensing devices

Geography

Global, with FY2025 revenue 71.5% United States and 28.5% international

Customer

People with diabetes, metabolic-health users, caregivers, clinicians, payors, distributors and pharmacy channels

Role

CGM device manufacturer, disposable sensor supplier, software/data platform and distribution partner

Revenue share

100%

Side-by-side metrics

Sartorius Stedim Biotech S.A.
DexCom, Inc.
Ticker / Exchange
DIM - Euronext Paris
DXCM - Nasdaq Global Select Market
Market cap (USD)
$18.2B
$23.6B
Gross margin (TTM)
45.3%
60.1%
Operating margin (TTM)
18.5%
19.6%
Net margin (TTM)
9%
17.9%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Devices
HQ country
FR
US
Primary segment
Sterile single-use bioprocessing consumables
Continuous glucose monitoring systems
Market structure
Oligopoly
Oligopoly
Market share
10%-25% (implied)
35.1% (estimated)
HHI estimate
n/a
4,452
Pricing power
Strong
Moderate
Moat score
80 / 100
82 / 100
Moat domains
Demand, Supply, Legal
Demand, Network, Legal
Last update
2025-12-28
2026-04-24

Moat coverage

Shared moat types

Installed Base Consumables

Sartorius Stedim Biotech S.A. strengths

Design In QualificationLearning Curve YieldCompliance AdvantageSuite BundlingCapex Knowhow Scale

DexCom, Inc. strengths

Ecosystem ComplementsRegulated Standards PipeData Workflow LockinBrand Trust

Segment mix

Sartorius Stedim Biotech S.A. segments

Full profile >

Sterile single-use bioprocessing consumables

Oligopoly

75%

Bioprocessing equipment, systems, and software/services

Oligopoly

25%

DexCom, Inc. segments

Full profile >

Continuous glucose monitoring systems

Oligopoly

100%

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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.