VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

Stock Comparison

GE HealthCare Technologies Inc. vs The Italian Sea Group S.p.A.

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

The Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
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 The Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: GE HealthCare Technologies Inc. leads (63 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: GE HealthCare Technologies Inc. has 4 segments (45% in Imaging); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Moat breadth: GE HealthCare Technologies Inc. has 8 moat types across 4 domains; The Italian Sea Group S.p.A. 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%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

GE HealthCare Technologies Inc.
The Italian Sea Group S.p.A.
Ticker / Exchange
GEHC - The Nasdaq Stock Market LLC
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$39.9B
$241.7M
Gross margin (TTM)
40.8%
70.9%
Operating margin (TTM)
13.5%
12.1%
Net margin (TTM)
11%
3.8%
Sector
Healthcare
Consumer
Industry
Medical - Healthcare Information Services
Leisure
HQ country
US
IT
Primary segment
Imaging
Shipbuilding
Market structure
Oligopoly
Oligopoly
Market share
n/a
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
61 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Supply, Legal
Last update
2025-12-22
2026-01-08

Moat coverage

Shared moat types

Supply Chain Control

GE HealthCare Technologies Inc. strengths

Service Field NetworkData Workflow LockinTraining Org Change CostsEcosystem ComplementsInstalled Base ConsumablesCompliance AdvantageScope Economies

The Italian Sea Group S.p.A. strengths

Brand TrustConcession LicenseLong Term ContractsOperational Excellence

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%

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

Want the full wide moat stocks list?

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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.