VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

DexCom, Inc. vs Koninklijke Philips N.V.

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

Koninklijke Philips N.V.

PHIA · Euronext Amsterdam

Market cap (USD)$26B
Gross margin (TTM)45.2%
Operating margin (TTM)8.6%
Net margin (TTM)5%
SectorHealthcare
IndustryMedical - Devices
CountryNL
Data as of2025-12-28
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 Koninklijke Philips N.V.'s moat claims, evidence, and risks.

View PHIA analysis

Comparison highlights

  • Moat score gap: DexCom, Inc. leads (82 / 100 vs 68 / 100 for Koninklijke Philips N.V.).
  • Segment focus: DexCom, Inc. has 1 segment (100% in Continuous glucose monitoring systems); Koninklijke Philips N.V. has 3 segments (48.9% in Diagnosis & Treatment).
  • Moat breadth: DexCom, Inc. has 5 moat types across 3 domains; Koninklijke Philips N.V. has 6 across 3.

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%

Koninklijke Philips N.V.

Diagnosis & Treatment

Market

Medical imaging, image-guided therapy systems, and enterprise imaging informatics

Geography

Global

Customer

Hospitals & clinics

Role

OEM systems + software + services

Revenue share

48.9%

Side-by-side metrics

DexCom, Inc.
Koninklijke Philips N.V.
Ticker / Exchange
DXCM - Nasdaq Global Select Market
PHIA - Euronext Amsterdam
Market cap (USD)
$23.6B
$26B
Gross margin (TTM)
60.1%
45.2%
Operating margin (TTM)
19.6%
8.6%
Net margin (TTM)
17.9%
5%
Sector
Healthcare
Healthcare
Industry
Medical - Devices
Medical - Devices
HQ country
US
NL
Primary segment
Continuous glucose monitoring systems
Diagnosis & Treatment
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
68 / 100
Moat domains
Demand, Network, Legal
Demand, Supply, Network
Last update
2026-04-24
2025-12-28

Moat coverage

Shared moat types

Installed Base ConsumablesData Workflow LockinBrand Trust

DexCom, Inc. strengths

Ecosystem ComplementsRegulated Standards Pipe

Koninklijke Philips N.V. strengths

Service Field NetworkInteroperability HubProcurement Inertia

Segment mix

DexCom, Inc. segments

Full profile >

Continuous glucose monitoring systems

Oligopoly

100%

Koninklijke Philips N.V. segments

Full profile >

Diagnosis & Treatment

Oligopoly

48.9%

Connected Care

Oligopoly

28.3%

Personal Health

Competitive

20%

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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.