VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

FedEx Corporation vs ResMed Inc.

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

FedEx Corporation

FDX · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-10
Moat score
72/ 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 FedEx Corporation's moat claims, evidence, and risks.

View FDX analysis

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$37B
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 72 / 100 for FedEx Corporation).
  • Segment focus: FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Moat breadth: FedEx Corporation has 6 moat types across 4 domains; ResMed Inc. has 7 across 2.

Primary market context

FedEx Corporation

Federal Express (integrated parcel & express)

Market

Integrated parcel and express delivery (air-ground integrator model)

Geography

Global

Customer

Business and consumer shippers

Role

Carrier / integrator

Revenue share

85.6%

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

FedEx Corporation
ResMed Inc.
Ticker / Exchange
FDX - New York Stock Exchange
RMD - New York Stock Exchange
Market cap (USD)
n/a
$37B
Gross margin (TTM)
n/a
60.1%
Operating margin (TTM)
n/a
33.2%
Net margin (TTM)
n/a
27.4%
Sector
Industrials
Healthcare
Industry
n/a
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
Federal Express (integrated parcel & express)
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
18% (reported)
58%-66% (estimated)
HHI estimate
2,464
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
76 / 100
Moat domains
Supply, Demand, Financial, Network
Demand, Legal
Last update
2026-01-10
2026-01-04

Moat coverage

Shared moat types

Brand Trust

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerScope EconomiesData Network Effects

ResMed Inc. strengths

Installed Base ConsumablesData Workflow LockinCompliance AdvantageIP Choke PointLong Term ContractsTraining Org Change Costs

Segment mix

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

85.6%

FedEx Freight (LTL)

Oligopoly

10.1%

Corporate, other, and eliminations (Dataworks, Office, Logistics)

Competitive

4.2%

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.

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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.