VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Hims & Hers Health, Inc. vs Roper Technologies, Inc.

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

Hims & Hers Health, Inc.

HIMS · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-29
Moat score
51/ 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 Hims & Hers Health, Inc.'s moat claims, evidence, and risks.

View HIMS analysis

Roper Technologies, Inc.

ROP · The Nasdaq Stock Market LLC

Market cap (USD)$48.5B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
67/ 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 Roper Technologies, Inc.'s moat claims, evidence, and risks.

View ROP analysis

Comparison highlights

  • Moat score gap: Roper Technologies, Inc. leads (67 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform); Roper Technologies, Inc. has 3 segments (55% in Application Software).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Hims & Hers Health, Inc. has 3 moat types across 2 domains; Roper Technologies, Inc. has 7 across 4.

Primary market context

Hims & Hers Health, Inc.

Online Platform

Market

Direct-to-consumer telehealth + subscription pharmacy (cash-pay) for lifestyle and chronic conditions

Geography

Primarily United States

Customer

Consumers (end-users), paid out-of-pocket; supported by affiliated provider networks and pharmacy fulfillment

Role

D2C digital health platform + fulfillment (mail-order pharmacy and partners)

Revenue share

97.4%

Roper Technologies, Inc.

Application Software

Market

Vertical application software for niche end markets

Geography

Global

Customer

Businesses, institutions, and public-sector organizations

Role

Software vendor (SaaS, subscriptions, and related services)

Revenue share

55%

Side-by-side metrics

Hims & Hers Health, Inc.
Roper Technologies, Inc.
Ticker / Exchange
HIMS - New York Stock Exchange
ROP - The Nasdaq Stock Market LLC
Market cap (USD)
n/a
$48.5B
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
Online Platform
Application Software
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
51 / 100
67 / 100
Moat domains
Demand, Supply
Demand, Legal, Financial, Network
Last update
2025-12-29
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Hims & Hers Health, Inc. strengths

Habit DefaultBrand TrustOperational Excellence

Roper Technologies, Inc. strengths

Data Workflow LockinCompliance AdvantageNegative Working CapitalTwo Sided NetworkData Network EffectsDesign In QualificationSwitching Costs General

Segment mix

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

Roper Technologies, Inc. segments

Full profile >

Application Software

Oligopoly

55%

Network Software

Oligopoly

21%

Technology Enabled Products

Competitive

24.1%

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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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.