VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

Stock Comparison

The Estee Lauder Companies Inc. vs Pro Medicus Limited

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

The Estee Lauder Companies Inc.

EL · New York Stock Exchange

Market cap (USD)$38.5B
Gross margin (TTM)74.2%
Operating margin (TTM)-0.7%
Net margin (TTM)-6.4%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-23
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 The Estee Lauder Companies Inc.'s moat claims, evidence, and risks.

View EL analysis

Pro Medicus Limited

PME · ASX

Market cap (USD)$15.5B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryAU
Data as of
Moat score
80/ 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 Pro Medicus Limited's moat claims, evidence, and risks.

View PME analysis

Comparison highlights

  • Moat score gap: Pro Medicus Limited leads (80 / 100 vs 70 / 100 for The Estee Lauder Companies Inc.).
  • Segment focus: The Estee Lauder Companies Inc. has 5 segments (48.6% in Skin Care); Pro Medicus Limited has 2 segments (92.5% in Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)).
  • Moat breadth: The Estee Lauder Companies Inc. has 4 moat types across 2 domains; Pro Medicus Limited has 6 across 2.

Primary market context

The Estee Lauder Companies Inc.

Skin Care

Market

Prestige skin care products

Geography

Global

Customer

Consumers

Role

Branded manufacturer/marketer

Revenue share

48.6%

Pro Medicus Limited

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Market

Enterprise imaging / PACS and related modules for hospitals and integrated delivery networks (IDNs)

Geography

Primarily North America; also Europe and Australia

Customer

Hospitals, imaging centers, integrated delivery networks (IDNs)

Role

Healthcare IT software vendor / platform provider

Revenue share

92.5%

Side-by-side metrics

The Estee Lauder Companies Inc.
Pro Medicus Limited
Ticker / Exchange
EL - New York Stock Exchange
PME - ASX
Market cap (USD)
$38.5B
$15.5B
Gross margin (TTM)
74.2%
n/a
Operating margin (TTM)
-0.7%
n/a
Net margin (TTM)
-6.4%
n/a
Sector
Consumer
Healthcare
Industry
Household & Personal Products
n/a
HQ country
US
AU
Primary segment
Skin Care
Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)
Market structure
Oligopoly
Oligopoly
Market share
n/a
55% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
70 / 100
80 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-23
2026-01-02

Moat coverage

Shared moat types

Operational Excellence

The Estee Lauder Companies Inc. strengths

Brand TrustDistribution ControlScope Economies

Pro Medicus Limited strengths

Data Workflow LockinKeystone ComponentSuite BundlingSwitching Costs GeneralLong Term Contracts

Segment mix

The Estee Lauder Companies Inc. segments

Full profile >

Skin Care

Oligopoly

48.6%

Makeup

Oligopoly

29.4%

Fragrance

Oligopoly

17.4%

Hair Care

Competitive

3.9%

Other

Competitive

0.7%

Pro Medicus Limited segments

Full profile >

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Oligopoly

92.5%

Visage RIS (Radiology Information System) and Promedicus.net

Oligopoly

7.5%

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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.