VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Intuitive Surgical, Inc. vs Prologis, 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

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
67/ 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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 67 / 100 for Prologis, Inc.).
  • Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Monopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; Prologis, Inc. has 7 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%

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

Intuitive Surgical, Inc.
Prologis, Inc.
Ticker / Exchange
ISRG - NASDAQ
PLD - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Healthcare
Real Estate
HQ country
US
US
Primary segment
Instruments and Accessories
Real Estate (Rental Operations and Development)
Market structure
Monopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
83 / 100
67 / 100
Moat domains
Supply, Demand, Network, Legal
Supply, Legal, Financial, Demand
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Procurement InertiaLong Term Contracts

Intuitive Surgical, Inc. strengths

Capex Knowhow ScaleTraining Org Change CostsEcosystem ComplementsInstalled Base ConsumablesIP Choke PointService Field NetworkData Workflow Lockin

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayScale Economies Unit CostCost Of Capital AdvantageReputation Reviews

Segment mix

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

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.