VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Sartorius Stedim Biotech S.A. vs Moncler S.p.A.

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)$21.2B
Gross margin (TTM)45.6%
Operating margin (TTM)17.6%
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

Moncler S.p.A.

MONC · Euronext Milan

Market cap (USD)$14.8B
Gross margin (TTM)76.4%
Operating margin (TTM)29.4%
Net margin (TTM)20.4%
SectorConsumer
IndustryApparel - Manufacturers
CountryIT
Data as of2026-01-05
Moat score
69/ 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 Moncler S.p.A.'s moat claims, evidence, and risks.

View MONC analysis

Comparison highlights

  • Moat score gap: Sartorius Stedim Biotech S.A. leads (80 / 100 vs 69 / 100 for Moncler S.p.A.).
  • Segment focus: Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables); Moncler S.p.A. has 2 segments (87.1% in Moncler brand).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: Sartorius Stedim Biotech S.A. has 6 moat types across 3 domains; Moncler S.p.A. has 3 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%

Moncler S.p.A.

Moncler brand

Market

Luxury outerwear and apparel (down jackets, ready-to-wear, accessories)

Geography

Global

Customer

Consumers

Role

Branded apparel company (design/marketing; DTC + wholesale distribution)

Revenue share

87.1%

Side-by-side metrics

Sartorius Stedim Biotech S.A.
Moncler S.p.A.
Ticker / Exchange
DIM - Euronext Paris
MONC - Euronext Milan
Market cap (USD)
$21.2B
$14.8B
Gross margin (TTM)
45.6%
76.4%
Operating margin (TTM)
17.6%
29.4%
Net margin (TTM)
9%
20.4%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Apparel - Manufacturers
HQ country
FR
IT
Primary segment
Sterile single-use bioprocessing consumables
Moncler brand
Market structure
Oligopoly
Competitive
Market share
10%-25% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
80 / 100
69 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal
Last update
2025-12-28
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Sartorius Stedim Biotech S.A. strengths

Installed Base ConsumablesDesign In QualificationLearning Curve YieldCompliance AdvantageSuite BundlingCapex Knowhow Scale

Moncler S.p.A. strengths

Brand TrustDistribution ControlIP Choke Point

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%

Moncler S.p.A. segments

Full profile >

Moncler brand

Competitive

87.1%

Stone Island brand

Competitive

12.9%

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.