VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Hims & Hers Health, Inc. vs Tyler 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

Tyler Technologies, Inc.

TYL · New York Stock Exchange

Market cap (USD)$19.9B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
66/ 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 Tyler Technologies, Inc.'s moat claims, evidence, and risks.

View TYL analysis

Comparison highlights

  • Moat score gap: Tyler Technologies, Inc. leads (66 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform); Tyler Technologies, Inc. has 2 segments (70.7% in Enterprise Software).
  • Moat breadth: Hims & Hers Health, Inc. has 3 moat types across 2 domains; Tyler Technologies, Inc. has 7 across 2.

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%

Tyler Technologies, Inc.

Enterprise Software

Market

Public sector enterprise application software for mission-critical back-office functions (ERP/public administration, courts & justice, public safety, education, property & recording)

Geography

Primarily United States; also Canada and other international locations

Customer

Government agencies and other public entities (state/local/federal), school districts

Role

Vertical software vendor + implementation/services

Revenue share

70.7%

Side-by-side metrics

Hims & Hers Health, Inc.
Tyler Technologies, Inc.
Ticker / Exchange
HIMS - New York Stock Exchange
TYL - New York Stock Exchange
Market cap (USD)
n/a
$19.9B
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
Online Platform
Enterprise Software
Market structure
Competitive
Competitive
Market share
n/a
5%-7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
51 / 100
66 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

Brand Trust

Hims & Hers Health, Inc. strengths

Habit DefaultOperational Excellence

Tyler Technologies, Inc. strengths

Training Org Change CostsProcurement InertiaSuite BundlingLong Term ContractsData Workflow LockinScale Economies Unit Cost

Segment mix

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

Tyler Technologies, Inc. segments

Full profile >

Enterprise Software

Competitive

70.7%

Platform Technologies

Competitive

29%

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.