VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Doximity, Inc. vs GE HealthCare Technologies Inc.

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

Doximity, Inc.

DOCS · New York Stock Exchange

Market cap (USD)$4.5B
Gross margin (TTM)89.8%
Operating margin (TTM)37.4%
Net margin (TTM)37.5%
SectorHealthcare
IndustryMedical - Healthcare Information Services
CountryUS
Data as of2026-04-25
Moat score
70/ 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 Doximity, Inc.'s moat claims, evidence, and risks.

View DOCS analysis

GE HealthCare Technologies Inc.

GEHC · The Nasdaq Stock Market LLC

Market cap (USD)$31.9B
Gross margin (TTM)43.5%
Operating margin (TTM)13.3%
Net margin (TTM)8.6%
SectorHealthcare
IndustryMedical - Healthcare Information Services
CountryUS
Data as of2025-12-22
Moat score
63/ 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 GE HealthCare Technologies Inc.'s moat claims, evidence, and risks.

View GEHC analysis

Comparison highlights

  • Moat score gap: Doximity, Inc. leads (70 / 100 vs 63 / 100 for GE HealthCare Technologies Inc.).
  • Segment focus: Doximity, Inc. has 1 segment (100% in Medical professional platform and healthcare customer solutions); GE HealthCare Technologies Inc. has 4 segments (45% in Imaging).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Doximity, Inc. has 5 moat types across 2 domains; GE HealthCare Technologies Inc. has 8 across 4.

Primary market context

Doximity, Inc.

Medical professional platform and healthcare customer solutions

Market

U.S. digital medical professional network, HCP marketing, hiring, workflow and telehealth solutions

Geography

United States

Customer

Physicians, nurse practitioners, physician assistants, medical students, pharmaceutical manufacturers, health systems and medical recruiters

Role

Verified clinician network, engagement platform, workflow software and subscription-based commercial solutions provider

Revenue share

100%

GE HealthCare Technologies Inc.

Imaging

Market

Diagnostic imaging equipment and related service (CT, MR, molecular imaging, X-ray, women's health) and imaging IT

Geography

Global

Customer

Hospitals, imaging centers

Role

OEM + service + software

Revenue share

45%

Side-by-side metrics

Doximity, Inc.
GE HealthCare Technologies Inc.
Ticker / Exchange
DOCS - New York Stock Exchange
GEHC - The Nasdaq Stock Market LLC
Market cap (USD)
$4.5B
$31.9B
Gross margin (TTM)
89.8%
43.5%
Operating margin (TTM)
37.4%
13.3%
Net margin (TTM)
37.5%
8.6%
Sector
Healthcare
Healthcare
Industry
Medical - Healthcare Information Services
Medical - Healthcare Information Services
HQ country
US
US
Primary segment
Medical professional platform and healthcare customer solutions
Imaging
Market structure
Competitive
Oligopoly
Market share
3%-4% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
63 / 100
Moat domains
Network, Demand
Supply, Demand, Network, Legal
Last update
2026-04-25
2025-12-22

Moat coverage

Shared moat types

Data Workflow Lockin

Doximity, Inc. strengths

Direct Network EffectsData Network EffectsProcurement InertiaBrand Trust

GE HealthCare Technologies Inc. strengths

Service Field NetworkTraining Org Change CostsEcosystem ComplementsInstalled Base ConsumablesSupply Chain ControlCompliance AdvantageScope Economies

Segment mix

Doximity, Inc. segments

Full profile >

Medical professional platform and healthcare customer solutions

Competitive

100%

GE HealthCare Technologies Inc. segments

Full profile >

Imaging

Oligopoly

45%

Advanced Visualization Solutions (AVS)

Oligopoly

26.1%

Patient Care Solutions (PCS)

Oligopoly

15.9%

Pharmaceutical Diagnostics (PDx)

Oligopoly

12.8%

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.

View expansion-stage stocks

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.