VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Intuitive Surgical, Inc. vs Industria de Diseno Textil, S.A.

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

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)$202.3B
Gross margin (TTM)66.4%
Operating margin (TTM)29.3%
Net margin (TTM)28.6%
SectorHealthcare
IndustryMedical - Instruments & Supplies
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

Industria de Diseno Textil, S.A.

ITX · Bolsa de Madrid

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryES
Data as of2026-01-06
Moat score
69/ 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 Industria de Diseno Textil, S.A.'s moat claims, evidence, and risks.

View ITX analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 69 / 100 for Industria de Diseno Textil, S.A.).
  • Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); Industria de Diseno Textil, S.A. has 3 segments (71.9% in Zara / Zara Home).
  • Primary market structure: Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; Industria de Diseno Textil, S.A. has 4 across 3.

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%

Industria de Diseno Textil, S.A.

Zara / Zara Home

Market

Fast-fashion apparel and home goods retail (Zara and Zara Home)

Geography

Global

Customer

Consumers (end-users) via owned stores and e-commerce

Role

Brand owner + omnichannel retailer

Revenue share

71.9%

Side-by-side metrics

Intuitive Surgical, Inc.
Industria de Diseno Textil, S.A.
Ticker / Exchange
ISRG - NASDAQ
ITX - Bolsa de Madrid
Market cap (USD)
$202.3B
n/a
Gross margin (TTM)
66.4%
n/a
Operating margin (TTM)
29.3%
n/a
Net margin (TTM)
28.6%
n/a
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
n/a
HQ country
US
ES
Primary segment
Instruments and Accessories
Zara / Zara Home
Market structure
Monopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
83 / 100
69 / 100
Moat domains
Supply, Demand, Network, Legal
Supply, Demand, Financial
Last update
2025-12-30
2026-01-06

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

Industria de Diseno Textil, S.A. strengths

Supply Chain ControlDistribution ControlBrand TrustNegative Working Capital

Segment mix

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

Industria de Diseno Textil, S.A. segments

Full profile >

Zara / Zara Home

Competitive

71.9%

Bershka

Competitive

7.6%

Other Concepts (Pull&Bear, Massimo Dutti, Stradivarius, Oysho)

Competitive

20.5%

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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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.