VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Etsy, Inc. vs Medtronic plc

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

Etsy, Inc.

ETSY · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
Moat score
66/ 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 Etsy, Inc.'s moat claims, evidence, and risks.

View ETSY analysis

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$123.8B
SectorHealthcare
CountryIE
Data as of2025-12-31
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 Medtronic plc's moat claims, evidence, and risks.

View MDT analysis

Comparison highlights

  • Moat score gap: Etsy, Inc. leads (66 / 100 vs 63 / 100 for Medtronic plc).
  • Segment focus: Etsy, Inc. has 2 segments (72% in Marketplace Platform (transaction fees + payments processing + listing fees)); Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Etsy, Inc. has 6 moat types across 3 domains; Medtronic plc has 9 across 3.

Primary market context

Etsy, Inc.

Marketplace Platform (transaction fees + payments processing + listing fees)

Market

Specialty e-commerce marketplaces (handmade/unique goods and resale fashion)

Geography

Global

Customer

Consumers and independent sellers

Role

Two-sided marketplace operator and payments facilitator

Revenue share

72%

Medtronic plc

Cardiovascular Portfolio

Market

Cardiovascular medical devices (cardiac rhythm management, electrophysiology/ablation, structural heart, coronary & peripheral vascular)

Geography

Global

Customer

Hospitals, cath labs, electrophysiologists, cardiologists, cardiac & vascular surgeons

Role

Device OEM + procedure support + remote monitoring software/services

Revenue share

37.2%

Side-by-side metrics

Etsy, Inc.
Medtronic plc
Ticker / Exchange
ETSY - New York Stock Exchange
MDT - New York Stock Exchange
Market cap (USD)
n/a
$123.8B
Sector
Consumer
Healthcare
HQ country
US
IE
Primary segment
Marketplace Platform (transaction fees + payments processing + listing fees)
Cardiovascular Portfolio
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
63 / 100
Moat domains
Network, Demand, Supply
Legal, Demand, Network
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

Suite BundlingData Workflow Lockin

Etsy, Inc. strengths

Two Sided NetworkBrand TrustOperational ExcellenceScale Economies Unit Cost

Medtronic plc strengths

Regulated Standards PipeDesign In QualificationEcosystem ComplementsIP Choke PointProcurement InertiaCompliance AdvantageInstalled Base Consumables

Segment mix

Etsy, Inc. segments

Full profile >

Marketplace Platform (transaction fees + payments processing + listing fees)

Competitive

72%

Seller Services (on-site advertising + shipping labels + other)

Quasi-Monopoly

28%

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

37.2%

Neuroscience Portfolio

Oligopoly

29.4%

Medical Surgical Portfolio

Competitive

25.1%

Diabetes Operating Unit

Oligopoly

8.2%

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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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.