VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Emerson Electric Co. vs ResMed Inc.

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

Emerson Electric Co.

EMR · New York Stock Exchange

Market cap (USD)$80.3B
Gross margin (TTM)52.8%
Operating margin (TTM)17.7%
Net margin (TTM)12.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-02
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 Emerson Electric Co.'s moat claims, evidence, and risks.

View EMR analysis

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$36B
Gross margin (TTM)60.1%
Operating margin (TTM)33.2%
Net margin (TTM)27.4%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2026-01-04
Moat score
76/ 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 ResMed Inc.'s moat claims, evidence, and risks.

View RMD analysis

Comparison highlights

  • Moat score gap: ResMed Inc. leads (76 / 100 vs 70 / 100 for Emerson Electric Co.).
  • Segment focus: Emerson Electric Co. has 6 segments (24.2% in Final Control); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Emerson Electric Co. has 10 moat types across 4 domains; ResMed Inc. has 7 across 2.

Primary market context

Emerson Electric Co.

Final Control

Market

Industrial control valves, isolation/shutoff valves, pressure relief & safety valves, actuators and regulators

Geography

Global

Customer

Process & hybrid manufacturers

Role

Automation components supplier

Revenue share

24.2%

ResMed Inc.

Sleep and Breathing Health

Market

Sleep apnea and respiratory care devices and related consumables (PAP, masks, ventilation) plus connected monitoring services

Geography

Global

Customer

DME/HME providers, sleep clinics, hospitals, patients

Role

Medical device OEM + connected care software/data services

Revenue share

87.5%

Side-by-side metrics

Emerson Electric Co.
ResMed Inc.
Ticker / Exchange
EMR - New York Stock Exchange
RMD - New York Stock Exchange
Market cap (USD)
$80.3B
$36B
Gross margin (TTM)
52.8%
60.1%
Operating margin (TTM)
17.7%
33.2%
Net margin (TTM)
12.7%
27.4%
Sector
Industrials
Healthcare
Industry
Industrial - Machinery
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
Final Control
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
n/a
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
70 / 100
76 / 100
Moat domains
Demand, Supply, Legal, Network
Demand, Legal
Last update
2026-01-02
2026-01-04

Moat coverage

Shared moat types

Installed Base ConsumablesBrand TrustCompliance AdvantageData Workflow Lockin

Emerson Electric Co. strengths

Service Field NetworkDesign In QualificationDistribution ControlSuite BundlingEcosystem ComplementsInteroperability Hub

ResMed Inc. strengths

IP Choke PointLong Term ContractsTraining Org Change Costs

Segment mix

Emerson Electric Co. segments

Full profile >

Final Control

Oligopoly

24.2%

Measurement & Analytical

Oligopoly

22.9%

Discrete Automation

Competitive

13.9%

Safety & Productivity

Competitive

7.5%

Control Systems & Software

Oligopoly

23.2%

Test & Measurement

Competitive

8.2%

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

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.

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.