VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Edwards Lifesciences Corporation vs Zoetis Inc.

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

Edwards Lifesciences Corporation

EW · New York Stock Exchange

Market cap (USD)$50B
SectorHealthcare
CountryUS
Data as of2025-12-31
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 Edwards Lifesciences Corporation's moat claims, evidence, and risks.

View EW analysis

Zoetis Inc.

ZTS · New York Stock Exchange

Market cap (USD)$55.3B
SectorHealthcare
CountryUS
Data as of2025-12-26
Moat score
73/ 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 Zoetis Inc.'s moat claims, evidence, and risks.

View ZTS analysis

Comparison highlights

  • Moat score gap: Edwards Lifesciences Corporation leads (82 / 100 vs 73 / 100 for Zoetis Inc.).
  • Segment focus: Edwards Lifesciences Corporation has 3 segments (75.5% in Transcatheter Aortic Valve Replacement (TAVR)); Zoetis Inc. has 3 segments (67.8% in Companion Animal Products).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Edwards Lifesciences Corporation has 6 moat types across 3 domains; Zoetis Inc. has 9 across 3.

Primary market context

Edwards Lifesciences Corporation

Transcatheter Aortic Valve Replacement (TAVR)

Market

Transcatheter aortic valve replacement (TAVR) devices

Geography

Global

Customer

Hospitals and structural heart centers

Role

Medical device manufacturer

Revenue share

75.5%

Zoetis Inc.

Companion Animal Products

Market

Companion animal veterinary medicines, vaccines and diagnostics

Geography

Global

Customer

Veterinarians, veterinary clinics, pet owners (via prescription/retail)

Role

Manufacturer and marketer

Revenue share

67.8%

Side-by-side metrics

Edwards Lifesciences Corporation
Zoetis Inc.
Ticker / Exchange
EW - New York Stock Exchange
ZTS - New York Stock Exchange
Market cap (USD)
$50B
$55.3B
Sector
Healthcare
Healthcare
HQ country
US
US
Primary segment
Transcatheter Aortic Valve Replacement (TAVR)
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
60%-73% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
82 / 100
73 / 100
Moat domains
Demand, Legal, Supply
Demand, Supply, Legal
Last update
2025-12-31
2025-12-26

Moat coverage

Shared moat types

Brand TrustRegulated Standards PipeIP Choke PointCompliance Advantage

Edwards Lifesciences Corporation strengths

Training Org Change CostsSupply Chain Control

Zoetis Inc. strengths

Service Field NetworkInstalled Base ConsumablesCapacity MoatDistribution ControlOperational Excellence

Segment mix

Edwards Lifesciences Corporation segments

Full profile >

Transcatheter Aortic Valve Replacement (TAVR)

Oligopoly

75.5%

Transcatheter Mitral and Tricuspid Therapies (TMTT)

Competitive

6.5%

Surgical Structural Heart

Oligopoly

18%

Zoetis Inc. segments

Full profile >

Companion Animal Products

Oligopoly

67.8%

Livestock Products

Oligopoly

31.3%

Client Supply Services & Human Health

Competitive

0.9%

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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.