VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

GE HealthCare Technologies Inc. vs Global Payments Inc.

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

GE HealthCare Technologies Inc.

GEHC · The Nasdaq Stock Market LLC

Market cap (USD)$39.9B

Gross margin (TTM)40.8%

Operating margin (TTM)13.5%

Net margin (TTM)11%

SectorHealthcare

IndustryMedical - Healthcare Information Services

CountryUS

Data as of2025-12-22

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 GE HealthCare Technologies Inc.'s moat claims, evidence, and risks.

View GEHC analysis

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorFinancials

Industry—

CountryUS

Data as of2026-01-10

Moat score

62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Comparison highlights

Moat score gap: GE HealthCare Technologies Inc. leads (63 / 100 vs 62 / 100 for Global Payments Inc.).
Segment focus: GE HealthCare Technologies Inc. has 4 segments (45% in Imaging); Global Payments Inc. has 2 segments (76.1% in Merchant Solutions).
Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
Moat breadth: GE HealthCare Technologies Inc. has 8 moat types across 4 domains; Global Payments Inc. has 6 across 4.

Primary market context

GE HealthCare Technologies Inc.

Imaging

Market

Diagnostic imaging equipment and related service (CT, MR, molecular imaging, X-ray, women's health) and imaging IT

Geography

Global

Customer

Hospitals, imaging centers

Role

OEM + service + software

Revenue share

45%

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Side-by-side metrics

GE HealthCare Technologies Inc.

Global Payments Inc.

Ticker / Exchange

GEHC - The Nasdaq Stock Market LLC

GPN - New York Stock Exchange

Market cap (USD)

$39.9B

$18.8B

Gross margin (TTM)

40.8%

n/a

Operating margin (TTM)

13.5%

n/a

Net margin (TTM)

11%

n/a

Sector

Healthcare

Financials

Industry

Medical - Healthcare Information Services

n/a

HQ country

Primary segment

Imaging

Merchant Solutions

Market structure

Oligopoly

Competitive

Market share

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

63 / 100

62 / 100

Moat domains

Supply, Demand, Network, Legal

Network, Demand, Supply, Legal

Last update

2025-12-22

2026-01-10

Moat coverage

Shared moat types

Data Workflow LockinEcosystem ComplementsCompliance Advantage

GE HealthCare Technologies Inc. strengths

Service Field NetworkTraining Org Change CostsInstalled Base ConsumablesSupply Chain ControlScope Economies

Global Payments Inc. strengths

Scale Economies Unit CostLong Term ContractsSwitching Costs General

Segment mix

GE HealthCare Technologies Inc. segments

Full profile >

Imaging

Oligopoly

45%

Advanced Visualization Solutions (AVS)

Oligopoly

26.1%

Patient Care Solutions (PCS)

Oligopoly

15.9%

Pharmaceutical Diagnostics (PDx)

Oligopoly

12.8%

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

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.

View expansion-stage stocks

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.