VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

DexCom, Inc. vs GE HealthCare Technologies Inc.

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

DexCom, Inc.

DXCM · Nasdaq Global Select Market

Market cap (USD)$23.6B
Gross margin (TTM)60.1%
Operating margin (TTM)19.6%
Net margin (TTM)17.9%
SectorHealthcare
IndustryMedical - Devices
CountryUS
Data as of2026-04-24
Moat score
82/ 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 DexCom, Inc.'s moat claims, evidence, and risks.

View DXCM 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: DexCom, Inc. leads (82 / 100 vs 63 / 100 for GE HealthCare Technologies Inc.).
  • Segment focus: DexCom, Inc. has 1 segment (100% in Continuous glucose monitoring systems); GE HealthCare Technologies Inc. has 4 segments (45% in Imaging).
  • Moat breadth: DexCom, Inc. has 5 moat types across 3 domains; GE HealthCare Technologies Inc. has 8 across 4.

Primary market context

DexCom, Inc.

Continuous glucose monitoring systems

Market

Global continuous glucose monitoring systems and glucose biosensing devices

Geography

Global, with FY2025 revenue 71.5% United States and 28.5% international

Customer

People with diabetes, metabolic-health users, caregivers, clinicians, payors, distributors and pharmacy channels

Role

CGM device manufacturer, disposable sensor supplier, software/data platform and distribution partner

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

DexCom, Inc.
GE HealthCare Technologies Inc.
Ticker / Exchange
DXCM - Nasdaq Global Select Market
GEHC - The Nasdaq Stock Market LLC
Market cap (USD)
$23.6B
$31.9B
Gross margin (TTM)
60.1%
43.5%
Operating margin (TTM)
19.6%
13.3%
Net margin (TTM)
17.9%
8.6%
Sector
Healthcare
Healthcare
Industry
Medical - Devices
Medical - Healthcare Information Services
HQ country
US
US
Primary segment
Continuous glucose monitoring systems
Imaging
Market structure
Oligopoly
Oligopoly
Market share
35.1% (estimated)
n/a
HHI estimate
4,452
n/a
Pricing power
Moderate
Moderate
Moat score
82 / 100
63 / 100
Moat domains
Demand, Network, Legal
Supply, Demand, Network, Legal
Last update
2026-04-24
2025-12-22

Moat coverage

Shared moat types

Installed Base ConsumablesEcosystem ComplementsData Workflow Lockin

DexCom, Inc. strengths

Regulated Standards PipeBrand Trust

GE HealthCare Technologies Inc. strengths

Service Field NetworkTraining Org Change CostsSupply Chain ControlCompliance AdvantageScope Economies

Segment mix

DexCom, Inc. segments

Full profile >

Continuous glucose monitoring systems

Oligopoly

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?

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

View the moat stocks list

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.