VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Sartorius Stedim Biotech S.A. vs Zimmer Biomet Holdings, 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)$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

Zimmer Biomet Holdings, Inc.

ZBH · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-23
Moat score
72/ 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 Zimmer Biomet Holdings, Inc.'s moat claims, evidence, and risks.

View ZBH analysis

Comparison highlights

  • Moat score gap: Sartorius Stedim Biotech S.A. leads (80 / 100 vs 72 / 100 for Zimmer Biomet Holdings, Inc.).
  • Segment focus: Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables); Zimmer Biomet Holdings, Inc. has 4 segments (41.3% in Knees).
  • 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; Zimmer Biomet Holdings, Inc. has 7 across 5.

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%

Zimmer Biomet Holdings, Inc.

Knees

Market

Knee reconstruction implants (primary, partial, revision) plus associated instruments and orthopedic robotics/navigation

Geography

Global

Customer

Hospitals and ambulatory surgery centers

Role

OEM manufacturer

Revenue share

41.3%

Side-by-side metrics

Sartorius Stedim Biotech S.A.
Zimmer Biomet Holdings, Inc.
Ticker / Exchange
DIM - Euronext Paris
ZBH - New York Stock Exchange
Market cap (USD)
$23.6B
n/a
Sector
Healthcare
Healthcare
HQ country
FR
US
Primary segment
Sterile single-use bioprocessing consumables
Knees
Market structure
Oligopoly
Oligopoly
Market share
10%-25% (implied)
30.1% (reported)
HHI estimate
n/a
2,265
Pricing power
Strong
Moderate
Moat score
80 / 100
72 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal, Financial, Network
Last update
2025-12-28
2025-12-23

Moat coverage

Shared moat types

Design In Qualification

Sartorius Stedim Biotech S.A. strengths

Installed Base ConsumablesLearning Curve YieldCompliance AdvantageSuite BundlingCapex Knowhow Scale

Zimmer Biomet Holdings, Inc. strengths

Service Field NetworkRegulated Standards PipeBenchmark Pricing PowerScope EconomiesEcosystem ComplementsData Workflow Lockin

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%

Zimmer Biomet Holdings, Inc. segments

Full profile >

Knees

Oligopoly

41.3%

Hips

Oligopoly

26%

S.E.T. (Sports Medicine, Extremities, Trauma, CMFT)

Competitive

24.3%

Technology & Data, Bone Cement and Surgical

Oligopoly

8.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.