VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Fidelity National Information Services, Inc. vs Intuitive Surgical, Inc.

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

Fidelity National Information Services, Inc.

FIS · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-10
Moat score
65/ 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 Fidelity National Information Services, Inc.'s moat claims, evidence, and risks.

View FIS analysis

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)$209.4B
Gross margin (TTM)66.4%
Operating margin (TTM)29.3%
Net margin (TTM)28.6%
SectorHealthcare
IndustryMedical - Instruments & Supplies
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 65 / 100 for Fidelity National Information Services, Inc.).
  • Segment focus: Fidelity National Information Services, Inc. has 2 segments (68.1% in Banking 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: Fidelity National Information Services, Inc. has 6 moat types across 3 domains; Intuitive Surgical, Inc. has 9 across 4.

Primary market context

Fidelity National Information Services, Inc.

Banking Solutions

Market

Core banking platforms and bank transaction processing software/services

Geography

Global

Customer

Banks, credit unions, commercial lenders, and other institutions

Role

Software/platform provider and outsourced processor

Revenue share

68.1%

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

Fidelity National Information Services, Inc.
Intuitive Surgical, Inc.
Ticker / Exchange
FIS - New York Stock Exchange
ISRG - NASDAQ
Market cap (USD)
n/a
$209.4B
Gross margin (TTM)
n/a
66.4%
Operating margin (TTM)
n/a
29.3%
Net margin (TTM)
n/a
28.6%
Sector
Technology
Healthcare
Industry
n/a
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
Banking 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
65 / 100
83 / 100
Moat domains
Demand, Legal, Network
Supply, Demand, Network, Legal
Last update
2026-01-10
2025-12-30

Moat coverage

Shared moat types

Long Term ContractsData Workflow LockinEcosystem Complements

Fidelity National Information Services, Inc. strengths

Switching Costs GeneralCompliance AdvantageSuite Bundling

Intuitive Surgical, Inc. strengths

Capex Knowhow ScaleTraining Org Change CostsProcurement InertiaInstalled Base ConsumablesIP Choke PointService Field Network

Segment mix

Fidelity National Information Services, Inc. segments

Full profile >

Banking Solutions

Oligopoly

68.1%

Capital Market Solutions

Competitive

29.4%

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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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.