VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Dassault Systemes SE vs Straumann Holding AG

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

Dassault Systemes SE

DSY · Euronext Paris

Market cap (USD)$32.7B
Gross margin (TTM)81%
Operating margin (TTM)21.4%
Net margin (TTM)18.6%
SectorTechnology
IndustrySoftware - Application
CountryFR
Data as of2025-12-29
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 Dassault Systemes SE's moat claims, evidence, and risks.

View DSY 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: Dassault Systemes SE leads (72 / 100 vs 68 / 100 for Straumann Holding AG).
  • Segment focus: Dassault Systemes SE has 3 segments (55% in Industrial Innovation); Straumann Holding AG has 3 segments.
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Dassault Systemes SE has 7 moat types across 4 domains; Straumann Holding AG has 7 across 3.

Primary market context

Dassault Systemes SE

Industrial Innovation

Market

Enterprise PLM, CAD/CAE, and digital manufacturing software for discrete industries

Geography

Global

Customer

Large enterprises and Tier-1 suppliers

Role

Software platform vendor

Revenue share

55%

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

Dassault Systemes SE
Straumann Holding AG
Ticker / Exchange
DSY - Euronext Paris
STMN - SIX Swiss Exchange
Market cap (USD)
$32.7B
n/a
Gross margin (TTM)
81%
n/a
Operating margin (TTM)
21.4%
n/a
Net margin (TTM)
18.6%
n/a
Sector
Technology
Healthcare
Industry
Software - Application
n/a
HQ country
FR
CH
Primary segment
Industrial Innovation
Implantology (Tooth Replacement & Restoration)
Market structure
Oligopoly
Oligopoly
Market share
n/a
34%-36% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
72 / 100
68 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply, Network
Last update
2025-12-29
2026-01-10

Moat coverage

Shared moat types

Data Workflow Lockin

Dassault Systemes SE strengths

Suite BundlingDe Facto StandardSwitching Costs GeneralDistribution ControlCompliance AdvantageReputation Reviews

Straumann Holding AG strengths

Brand TrustTraining Org Change CostsService Field NetworkScale Economies Unit CostInteroperability HubEcosystem Complements

Segment mix

Dassault Systemes SE segments

Full profile >

Industrial Innovation

Oligopoly

55%

Mainstream Innovation

Oligopoly

25%

Life Sciences

Oligopoly

20%

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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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.