VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

GE HealthCare Technologies Inc. vs Zimmer Biomet Holdings, 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)$38.4B
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

Zimmer Biomet Holdings, Inc.

ZBH · New York Stock Exchange

Market cap (USD)$19.6B
Gross margin (TTM)69.7%
Operating margin (TTM)15%
Net margin (TTM)8.6%
SectorHealthcare
IndustryMedical - Devices
CountryUS
Data as of2025-12-23
Moat score
72/ 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 Zimmer Biomet Holdings, Inc.'s moat claims, evidence, and risks.

View ZBH analysis

Comparison highlights

  • Moat score gap: Zimmer Biomet Holdings, Inc. leads (72 / 100 vs 63 / 100 for GE HealthCare Technologies Inc.).
  • Segment focus: GE HealthCare Technologies Inc. has 4 segments (45% in Imaging); Zimmer Biomet Holdings, Inc. has 4 segments (41.3% in Knees).
  • Moat breadth: GE HealthCare Technologies Inc. has 8 moat types across 4 domains; Zimmer Biomet Holdings, Inc. has 7 across 5.

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%

Zimmer Biomet Holdings, Inc.

Knees

Market

Knee reconstruction implants (primary, partial, revision) plus associated instruments and orthopedic robotics/navigation

Geography

Global

Customer

Hospitals and ambulatory surgery centers

Role

OEM manufacturer

Revenue share

41.3%

Side-by-side metrics

GE HealthCare Technologies Inc.
Zimmer Biomet Holdings, Inc.
Ticker / Exchange
GEHC - The Nasdaq Stock Market LLC
ZBH - New York Stock Exchange
Market cap (USD)
$38.4B
$19.6B
Gross margin (TTM)
43.5%
69.7%
Operating margin (TTM)
13.3%
15%
Net margin (TTM)
8.6%
8.6%
Sector
Healthcare
Healthcare
Industry
Medical - Healthcare Information Services
Medical - Devices
HQ country
US
US
Primary segment
Imaging
Knees
Market structure
Oligopoly
Oligopoly
Market share
n/a
30.1% (reported)
HHI estimate
n/a
2,265
Pricing power
Moderate
Moderate
Moat score
63 / 100
72 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Supply, Legal, Financial, Network
Last update
2025-12-22
2025-12-23

Moat coverage

Shared moat types

Service Field NetworkData Workflow LockinEcosystem ComplementsScope Economies

GE HealthCare Technologies Inc. strengths

Training Org Change CostsInstalled Base ConsumablesSupply Chain ControlCompliance Advantage

Zimmer Biomet Holdings, Inc. strengths

Design In QualificationRegulated Standards PipeBenchmark Pricing Power

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%

Zimmer Biomet Holdings, Inc. segments

Full profile >

Knees

Oligopoly

41.3%

Hips

Oligopoly

26%

S.E.T. (Sports Medicine, Extremities, Trauma, CMFT)

Competitive

24.3%

Technology & Data, Bone Cement and Surgical

Oligopoly

8.3%

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.