VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 3, 2026
Stock Comparison
Intuitive Surgical, Inc. vs Novartis AG
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 analysisNovartis AG
NOVN · SIX Swiss Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Novartis AG's moat claims, evidence, and risks.
View NOVN analysisComparison highlights
- Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 65 / 100 for Novartis AG).
- Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); Novartis AG has 5 segments (29.3% in Oncology).
- Primary market structure: Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
- Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; Novartis AG 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%
Novartis AG
Oncology
Oncology and hematology branded medicines (including targeted therapies and radioligand therapy)
Global
Oncologists and hospitals; reimbursed by payers; hospital and specialty pharmacy channels
Originator developer, manufacturer, and marketer of oncology therapies
29.3%
Side-by-side metrics
Moat coverage
Shared moat types
Intuitive Surgical, Inc. strengths
Novartis AG strengths
Segment mix
Intuitive Surgical, Inc. segments
Full profile >Systems
Quasi-Monopoly
Instruments and Accessories
Monopoly
Services
Monopoly
Novartis AG segments
Full profile >Cardiovascular, Renal and Metabolic
Oligopoly
Immunology
Oligopoly
Neuroscience
Oligopoly
Oncology
Oligopoly
Established Brands
Competitive
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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.