VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Entegris, Inc. vs Intuitive Surgical, Inc.

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

Entegris, Inc.

ENTG · The Nasdaq Global Select Market

Market cap (USD)$13B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
79/ 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 Entegris, Inc.'s moat claims, evidence, and risks.

View ENTG analysis

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
83/ 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 Intuitive Surgical, Inc.'s moat claims, evidence, and risks.

View ISRG analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 79 / 100 for Entegris, Inc.).
  • Segment focus: Entegris, Inc. has 2 segments (56.9% in Advanced Purity Solutions); Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories).
  • Primary market structure: Oligopoly vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Entegris, Inc. has 4 moat types across 2 domains; Intuitive Surgical, Inc. has 9 across 4.

Primary market context

Entegris, Inc.

Advanced Purity Solutions

Market

Semiconductor contamination control & purity infrastructure (liquid/gas filtration & purification, microenvironments, fluid management/materials handling)

Geography

Global

Customer

Semiconductor fabs, chemical manufacturers, and OEMs

Role

Contamination-control and materials-handling solutions supplier

Revenue share

56.9%

Intuitive Surgical, Inc.

Instruments and Accessories

Market

Proprietary robotic surgery instruments, accessories, and consumables used per procedure on the da Vinci (and Ion) installed base

Geography

Global

Customer

Hospitals and surgery centers purchasing consumables; surgeons and OR teams as end users

Role

Consumables OEM within proprietary platform

Revenue share

60.8%

Side-by-side metrics

Entegris, Inc.
Intuitive Surgical, Inc.
Ticker / Exchange
ENTG - The Nasdaq Global Select Market
ISRG - NASDAQ
Market cap (USD)
$13B
n/a
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Advanced Purity Solutions
Instruments and Accessories
Market structure
Oligopoly
Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
79 / 100
83 / 100
Moat domains
Demand, Supply
Supply, Demand, Network, Legal
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

Installed Base ConsumablesService Field Network

Entegris, Inc. strengths

Design In QualificationLearning Curve Yield

Intuitive Surgical, Inc. strengths

Capex Knowhow ScaleTraining Org Change CostsEcosystem ComplementsProcurement InertiaIP Choke PointData Workflow LockinLong Term Contracts

Segment mix

Entegris, Inc. segments

Full profile >

Materials Solutions

Oligopoly

43.1%

Advanced Purity Solutions

Oligopoly

56.9%

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

Want the full wide moat stocks list?

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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.