VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

The Walt Disney Company vs Straumann Holding AG

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

The Walt Disney Company

DIS · New York Stock Exchange

Market cap (USD)$209.1B
Gross margin (TTM)37.8%
Operating margin (TTM)14.7%
Net margin (TTM)13.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2025-12-27
Moat score
78/ 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 The Walt Disney Company's moat claims, evidence, and risks.

View DIS analysis

Straumann Holding AG

STMN · SIX Swiss Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryCH
Data as of2026-01-10
Moat score
68/ 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 Straumann Holding AG's moat claims, evidence, and risks.

View STMN analysis

Comparison highlights

  • Moat score gap: The Walt Disney Company leads (78 / 100 vs 68 / 100 for Straumann Holding AG).
  • Segment focus: The Walt Disney Company has 3 segments (44.1% in Entertainment (Streaming, Linear Networks, Studio & Licensing)); Straumann Holding AG has 3 segments.
  • Moat breadth: The Walt Disney Company has 6 moat types across 4 domains; Straumann Holding AG has 7 across 3.

Primary market context

The Walt Disney Company

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Market

Global video entertainment content and distribution (streaming, TV networks, film/TV studios)

Geography

Global

Customer

Consumers, advertisers, distributors (MVPDs/vMVPDs)

Role

Content owner/producer and distributor

Revenue share

44.1%

Straumann Holding AG

Implantology (Tooth Replacement & Restoration)

Market

Dental implantology (tooth replacement and restoration solutions)

Geography

Global

Customer

Dental professionals (implantologists, oral surgeons, general dentists) and dental labs; DSOs

Role

Medical device OEM + branded implant system provider

Side-by-side metrics

The Walt Disney Company
Straumann Holding AG
Ticker / Exchange
DIS - New York Stock Exchange
STMN - SIX Swiss Exchange
Market cap (USD)
$209.1B
n/a
Gross margin (TTM)
37.8%
n/a
Operating margin (TTM)
14.7%
n/a
Net margin (TTM)
13.1%
n/a
Sector
Communication Services
Healthcare
Industry
Entertainment
n/a
HQ country
US
CH
Primary segment
Entertainment (Streaming, Linear Networks, Studio & Licensing)
Implantology (Tooth Replacement & Restoration)
Market structure
Oligopoly
Oligopoly
Market share
n/a
34%-36% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
68 / 100
Moat domains
Legal, Demand, Supply, Network
Demand, Supply, Network
Last update
2025-12-27
2026-01-10

Moat coverage

Shared moat types

Brand TrustEcosystem Complements

The Walt Disney Company strengths

Content Rights CurrencySuite BundlingProcurement InertiaCapex Knowhow Scale

Straumann Holding AG strengths

Training Org Change CostsService Field NetworkData Workflow LockinScale Economies Unit CostInteroperability Hub

Segment mix

The Walt Disney Company segments

Full profile >

Entertainment (Streaming, Linear Networks, Studio & Licensing)

Oligopoly

44.1%

Sports (ESPN and sports content)

Oligopoly

18.4%

Experiences (Theme parks, resorts, cruises, consumer products)

Oligopoly

37.5%

Straumann Holding AG segments

Full profile >

Implantology (Tooth Replacement & Restoration)

Oligopoly

n/a

Orthodontics (Clear Aligner Solutions)

Oligopoly

n/a

Digital Dentistry & Prosthetics Workflow

Competitive

n/a

Want the full wide moat stocks list?

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

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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.