VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Intuitive Surgical, Inc. vs KONE Oyj

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

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)$199.5B
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

KONE Oyj

KNEBV · Nasdaq Helsinki

Market cap (USD)$37B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryFI
Data as of2026-01-02
Moat score
63/ 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 KONE Oyj's moat claims, evidence, and risks.

View KNEBV analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 63 / 100 for KONE Oyj).
  • Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); KONE Oyj has 3 segments (40.6% in New Building Solutions).
  • Primary market structure: Monopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; KONE Oyj has 8 across 4.

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%

KONE Oyj

New Building Solutions

Market

Elevator, escalator and automatic building door new equipment (new installations)

Geography

Global

Customer

Property developers and general contractors

Role

OEM + project installation

Revenue share

40.6%

Side-by-side metrics

Intuitive Surgical, Inc.
KONE Oyj
Ticker / Exchange
ISRG - NASDAQ
KNEBV - Nasdaq Helsinki
Market cap (USD)
$199.5B
$37B
Gross margin (TTM)
66.4%
n/a
Operating margin (TTM)
29.3%
n/a
Net margin (TTM)
28.6%
n/a
Sector
Healthcare
Industrials
Industry
Medical - Instruments & Supplies
n/a
HQ country
US
FI
Primary segment
Instruments and Accessories
New Building Solutions
Market structure
Monopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
83 / 100
63 / 100
Moat domains
Supply, Demand, Network, Legal
Supply, Financial, Demand, Legal
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Capex Knowhow ScaleInstalled Base ConsumablesService Field NetworkData Workflow Lockin

Intuitive Surgical, Inc. strengths

Training Org Change CostsEcosystem ComplementsProcurement InertiaIP Choke PointLong Term Contracts

KONE Oyj strengths

Negative Working CapitalSwitching Costs GeneralOperational ExcellenceCompliance Advantage

Segment mix

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

KONE Oyj segments

Full profile >

New Building Solutions

Oligopoly

40.6%

Service (maintenance & repairs)

Competitive

40.6%

Modernization

Competitive

18.8%

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.