VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Thales S.A. vs Stryker Corporation

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

Thales S.A.

HO · Euronext Paris

Market cap (USD)$55.3B
SectorIndustrials
CountryFR
Data as of2025-12-28
Moat score
73/ 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 Thales S.A.'s moat claims, evidence, and risks.

View HO analysis

Stryker Corporation

SYK · New York Stock Exchange

Market cap (USD)$141.3B
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
71/ 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 Stryker Corporation's moat claims, evidence, and risks.

View SYK analysis

Comparison highlights

  • Moat score gap: Thales S.A. leads (73 / 100 vs 71 / 100 for Stryker Corporation).
  • Segment focus: Thales S.A. has 3 segments (53.3% in Defence); Stryker Corporation has 2 segments (59.8% in MedSurg and Neurotechnology).
  • Moat breadth: Thales S.A. has 8 moat types across 3 domains; Stryker Corporation has 5 across 3.

Primary market context

Thales S.A.

Defence

Market

Defense electronics, secure communications, and mission systems

Geography

Global

Customer

Government / defence ministries, armed forces, security forces

Role

Prime contractor and system integrator; OEM of defence electronics

Revenue share

53.3%

Stryker Corporation

MedSurg and Neurotechnology

Market

Hospital medical devices: surgical equipment and navigation, endoscopy and visualization, patient handling and emergency care, neurosurgical and neurovascular devices

Geography

Global

Customer

Hospitals and ambulatory surgery centers; clinicians

Role

Medical device OEM + distributor/service provider

Revenue share

59.8%

Side-by-side metrics

Thales S.A.
Stryker Corporation
Ticker / Exchange
HO - Euronext Paris
SYK - New York Stock Exchange
Market cap (USD)
$55.3B
$141.3B
Sector
Industrials
Healthcare
HQ country
FR
US
Primary segment
Defence
MedSurg and Neurotechnology
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
71 / 100
Moat domains
Legal, Demand, Supply
Supply, Demand, Legal
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Service Field NetworkBrand Trust

Thales S.A. strengths

Government Contracting RelationshipsLong Term ContractsDesign In QualificationRegulated Standards PipeSuite BundlingCapex Knowhow Scale

Stryker Corporation strengths

Compliance AdvantageIP Choke PointTraining Org Change Costs

Segment mix

Thales S.A. segments

Full profile >

Defence

Oligopoly

53.3%

Aerospace

Oligopoly

26.6%

Cyber & Digital

Competitive

19.6%

Stryker Corporation segments

Full profile >

MedSurg and Neurotechnology

Oligopoly

59.8%

Orthopaedics

Oligopoly

40.2%

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.