VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Intuitive Surgical, Inc. vs Gartner, Inc.

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

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
83/ 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 Intuitive Surgical, Inc.'s moat claims, evidence, and risks.

View ISRG analysis

Gartner, Inc.

IT · New York Stock Exchange

Market cap (USD)$18.4B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
74/ 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 Gartner, Inc.'s moat claims, evidence, and risks.

View IT analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 74 / 100 for Gartner, Inc.).
  • Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); Gartner, Inc. has 3 segments (81.8% in Insights).
  • Primary market structure: Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; Gartner, Inc. has 4 across 2.

Primary market context

Intuitive Surgical, Inc.

Instruments and Accessories

Market

Proprietary robotic surgery instruments, accessories, and consumables used per procedure on the da Vinci (and Ion) installed base

Geography

Global

Customer

Hospitals and surgery centers purchasing consumables; surgeons and OR teams as end users

Role

Consumables OEM within proprietary platform

Revenue share

60.8%

Gartner, Inc.

Insights

Market

IT research and executive advisory subscriptions (insights, benchmarks, and expert access)

Geography

Global

Customer

Enterprise executives and teams (technology leaders and business function leaders)

Role

Subscription-based analyst and advisory provider

Revenue share

81.8%

Side-by-side metrics

Intuitive Surgical, Inc.
Gartner, Inc.
Ticker / Exchange
ISRG - NASDAQ
IT - New York Stock Exchange
Market cap (USD)
n/a
$18.4B
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
Instruments and Accessories
Insights
Market structure
Monopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
83 / 100
74 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Network
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Intuitive Surgical, Inc. strengths

Capex Knowhow ScaleTraining Org Change CostsEcosystem ComplementsProcurement InertiaInstalled Base ConsumablesIP Choke PointService Field NetworkData Workflow LockinLong Term Contracts

Gartner, Inc. strengths

Switching Costs GeneralBrand TrustSuite BundlingTwo Sided Network

Segment mix

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

Gartner, Inc. segments

Full profile >

Insights

Oligopoly

81.8%

Conferences

Competitive

9.3%

Consulting

Competitive

8.9%

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.