VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Dino Polska S.A. vs ResMed Inc.

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

Dino Polska S.A.

DNP · Warsaw Stock Exchange

Market cap (USD)$3.7B
Gross margin (TTM)26.1%
Operating margin (TTM)272.7%
Net margin (TTM)261.5%
SectorConsumer
IndustryAsset Management - Income
CountryPL
Data as of2026-01-05
Moat score
66/ 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 Dino Polska S.A.'s moat claims, evidence, and risks.

View DNP analysis

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$36B
Gross margin (TTM)60.1%
Operating margin (TTM)33.2%
Net margin (TTM)27.4%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2026-01-04
Moat score
76/ 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 ResMed Inc.'s moat claims, evidence, and risks.

View RMD analysis

Comparison highlights

  • Moat score gap: ResMed Inc. leads (76 / 100 vs 66 / 100 for Dino Polska S.A.).
  • Segment focus: Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Dino Polska S.A. has 5 moat types across 2 domains; ResMed Inc. has 7 across 2.

Primary market context

Dino Polska S.A.

Proximity grocery retail (Dino stores)

Market

Retail grocery (mid-sized proximity supermarkets)

Geography

Poland

Customer

Households / consumers

Role

Brick-and-mortar grocery retailer

Revenue share

100%

ResMed Inc.

Sleep and Breathing Health

Market

Sleep apnea and respiratory care devices and related consumables (PAP, masks, ventilation) plus connected monitoring services

Geography

Global

Customer

DME/HME providers, sleep clinics, hospitals, patients

Role

Medical device OEM + connected care software/data services

Revenue share

87.5%

Side-by-side metrics

Dino Polska S.A.
ResMed Inc.
Ticker / Exchange
DNP - Warsaw Stock Exchange
RMD - New York Stock Exchange
Market cap (USD)
$3.7B
$36B
Gross margin (TTM)
26.1%
60.1%
Operating margin (TTM)
272.7%
33.2%
Net margin (TTM)
261.5%
27.4%
Sector
Consumer
Healthcare
Industry
Asset Management - Income
Medical - Instruments & Supplies
HQ country
PL
US
Primary segment
Proximity grocery retail (Dino stores)
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
7%-9% (reported)
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
66 / 100
76 / 100
Moat domains
Supply, Demand
Demand, Legal
Last update
2026-01-05
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Dino Polska S.A. strengths

Physical Network DensityHabit DefaultSupply Chain ControlOperational ExcellenceScale Economies Unit Cost

ResMed Inc. strengths

Installed Base ConsumablesData Workflow LockinBrand TrustCompliance AdvantageIP Choke PointLong Term ContractsTraining Org Change Costs

Segment mix

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.