VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

Domino's Pizza, Inc. vs Intuitive Surgical, Inc.

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

Domino's Pizza, Inc.

DPZ · Nasdaq Global Select Market

Market cap (USD)$13.9B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-06
Moat score
77/ 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 Domino's Pizza, Inc.'s moat claims, evidence, and risks.

View DPZ analysis

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)$202.3B
Gross margin (TTM)66.4%
Operating margin (TTM)29.3%
Net margin (TTM)28.6%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2025-12-30
Moat score
83/ 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 Intuitive Surgical, Inc.'s moat claims, evidence, and risks.

View ISRG analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 77 / 100 for Domino's Pizza, Inc.).
  • Segment focus: Domino's Pizza, Inc. has 3 segments (60.5% in Supply Chain); Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories).
  • Primary market structure: Quasi-Monopoly vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Domino's Pizza, Inc. has 7 moat types across 3 domains; Intuitive Surgical, Inc. has 9 across 4.

Primary market context

Domino's Pizza, Inc.

Supply Chain

Market

Pizza ingredients manufacturing & distribution for Domino's system stores

Geography

United States and Canada

Customer

Domino's franchisees and company-owned stores

Role

Manufacturer / distributor

Revenue share

60.5%

Intuitive Surgical, Inc.

Instruments and Accessories

Market

Proprietary robotic surgery instruments, accessories, and consumables used per procedure on the da Vinci (and Ion) installed base

Geography

Global

Customer

Hospitals and surgery centers purchasing consumables; surgeons and OR teams as end users

Role

Consumables OEM within proprietary platform

Revenue share

60.8%

Side-by-side metrics

Domino's Pizza, Inc.
Intuitive Surgical, Inc.
Ticker / Exchange
DPZ - Nasdaq Global Select Market
ISRG - NASDAQ
Market cap (USD)
$13.9B
$202.3B
Gross margin (TTM)
n/a
66.4%
Operating margin (TTM)
n/a
29.3%
Net margin (TTM)
n/a
28.6%
Sector
Consumer
Healthcare
Industry
n/a
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
Supply Chain
Instruments and Accessories
Market structure
Quasi-Monopoly
Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
77 / 100
83 / 100
Moat domains
Supply, Demand, Network
Supply, Demand, Network, Legal
Last update
2026-01-06
2025-12-30

Moat coverage

Shared moat types

Ecosystem Complements

Domino's Pizza, Inc. strengths

Physical Network DensityHabit DefaultOperational ExcellenceBrand TrustSupply Chain ControlScale Economies Unit Cost

Intuitive Surgical, Inc. strengths

Capex Knowhow ScaleTraining Org Change CostsProcurement InertiaInstalled Base ConsumablesIP Choke PointService Field NetworkData Workflow LockinLong Term Contracts

Segment mix

Domino's Pizza, Inc. segments

Full profile >

U.S. Stores

Oligopoly

32.8%

Supply Chain

Quasi-Monopoly

60.5%

International Franchise

Competitive

6.8%

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

Want the full wide moat stocks list?

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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.