VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Intuitive Surgical, Inc. vs Monolithic Power Systems, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Intuitive Surgical, Inc.
ISRG · NASDAQ
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 analysisMonolithic Power Systems, Inc.
MPWR · NASDAQ Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Monolithic Power Systems, Inc.'s moat claims, evidence, and risks.
View MPWR analysisComparison highlights
- Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 67 / 100 for Monolithic Power Systems, Inc.).
- Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data).
- Primary market structure: Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; Monolithic Power Systems, Inc. has 4 across 3.
Primary market context
Intuitive Surgical, Inc.
Instruments and Accessories
Proprietary robotic surgery instruments, accessories, and consumables used per procedure on the da Vinci (and Ion) installed base
Global
Hospitals and surgery centers purchasing consumables; surgeons and OR teams as end users
Consumables OEM within proprietary platform
60.8%
Monolithic Power Systems, Inc.
Enterprise Data
Power management ICs and power modules for enterprise/data center servers (CPU/GPU/AI accelerators) and cloud/on-prem compute platforms
Global
OEMs/ODMs and cloud platform designers
Fabless component supplier (power semiconductors)
32.5%
Side-by-side metrics
Moat coverage
Shared moat types
Intuitive Surgical, Inc. strengths
Monolithic Power Systems, Inc. strengths
Segment mix
Intuitive Surgical, Inc. segments
Full profile >Systems
Quasi-Monopoly
Instruments and Accessories
Monopoly
Services
Monopoly
Monolithic Power Systems, Inc. segments
Full profile >Enterprise Data
Oligopoly
Storage and Computing
Competitive
Automotive
Oligopoly
Communications
Oligopoly
Consumer
Competitive
Industrial
Oligopoly
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View the moat stocks listCuration & 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.