VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

GE HealthCare Technologies Inc. vs ResMed 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)$38.8B
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

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$36B
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 63 / 100 for GE HealthCare Technologies Inc.).
  • Segment focus: GE HealthCare Technologies Inc. has 4 segments (45% in Imaging); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Moat breadth: GE HealthCare Technologies Inc. has 8 moat types across 4 domains; ResMed Inc. has 7 across 2.

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%

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

GE HealthCare Technologies Inc.
ResMed Inc.
Ticker / Exchange
GEHC - The Nasdaq Stock Market LLC
RMD - New York Stock Exchange
Market cap (USD)
$38.8B
$36B
Gross margin (TTM)
40.8%
60.1%
Operating margin (TTM)
13.5%
33.2%
Net margin (TTM)
11%
27.4%
Sector
Healthcare
Healthcare
Industry
Medical - Healthcare Information Services
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
Imaging
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
n/a
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
76 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Legal
Last update
2025-12-22
2026-01-04

Moat coverage

Shared moat types

Data Workflow LockinTraining Org Change CostsInstalled Base ConsumablesCompliance Advantage

GE HealthCare Technologies Inc. strengths

Service Field NetworkEcosystem ComplementsSupply Chain ControlScope Economies

ResMed Inc. strengths

Brand TrustIP Choke PointLong Term Contracts

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%

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.

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.