VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Sartorius Stedim Biotech S.A. vs Oracle Corporation

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)$23.6B
SectorHealthcare
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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: Sartorius Stedim Biotech S.A. leads (80 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: Sartorius Stedim Biotech S.A. has 6 moat types across 3 domains; Oracle Corporation has 7 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%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

Sartorius Stedim Biotech S.A.
Oracle Corporation
Ticker / Exchange
DIM - Euronext Paris
ORCL - New York Stock Exchange
Market cap (USD)
$23.6B
$567.4B
Sector
Healthcare
Technology
HQ country
FR
US
Primary segment
Sterile single-use bioprocessing consumables
Infrastructure cloud services and license support
Market structure
Oligopoly
Oligopoly
Market share
10%-25% (implied)
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
80 / 100
56 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Network
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Suite BundlingCapex Knowhow Scale

Sartorius Stedim Biotech S.A. strengths

Installed Base ConsumablesDesign In QualificationLearning Curve YieldCompliance Advantage

Oracle Corporation strengths

Long Term ContractsInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

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%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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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.