VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

GE HealthCare Technologies Inc. vs Johnson & Johnson

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)$38.4B
Gross margin (TTM)43.5%
Operating margin (TTM)13.3%
Net margin (TTM)8.6%
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

Johnson & Johnson

JNJ · New York Stock Exchange

Market cap (USD)$584.4B
Gross margin (TTM)72.8%
Operating margin (TTM)27.2%
Net margin (TTM)28.5%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-21
Moat score
61/ 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 Johnson & Johnson's moat claims, evidence, and risks.

View JNJ analysis

Comparison highlights

  • Moat score gap: GE HealthCare Technologies Inc. leads (63 / 100 vs 61 / 100 for Johnson & Johnson).
  • Segment focus: GE HealthCare Technologies Inc. has 4 segments (45% in Imaging); Johnson & Johnson has 2 segments (64.1% in Innovative Medicine).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: GE HealthCare Technologies Inc. has 8 moat types across 4 domains; Johnson & Johnson has 5 across 3.

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%

Johnson & Johnson

Innovative Medicine

Market

Branded prescription pharmaceuticals (biopharma)

Geography

Global

Customer

Wholesalers, hospitals, retailers, healthcare professionals, payers

Role

Drug discovery, development, manufacturing, commercialization

Revenue share

64.1%

Side-by-side metrics

GE HealthCare Technologies Inc.
Johnson & Johnson
Ticker / Exchange
GEHC - The Nasdaq Stock Market LLC
JNJ - New York Stock Exchange
Market cap (USD)
$38.4B
$584.4B
Gross margin (TTM)
43.5%
72.8%
Operating margin (TTM)
13.3%
27.2%
Net margin (TTM)
8.6%
28.5%
Sector
Healthcare
Healthcare
Industry
Medical - Healthcare Information Services
Drug Manufacturers - General
HQ country
US
US
Primary segment
Imaging
Innovative Medicine
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
61 / 100
Moat domains
Supply, Demand, Network, Legal
Legal, Demand, Supply
Last update
2025-12-22
2025-12-21

Moat coverage

Shared moat types

Service Field NetworkTraining Org Change Costs

GE HealthCare Technologies Inc. strengths

Data Workflow LockinEcosystem ComplementsInstalled Base ConsumablesSupply Chain ControlCompliance AdvantageScope Economies

Johnson & Johnson strengths

IP Choke PointRegulated Standards PipeBrand Trust

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%

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

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.