VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Intuitive Surgical, Inc. vs Hermes International Societe en commandite par actions

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

Hermes International Societe en commandite par actions

RMS · Euronext Paris

Market cap (USD)$261.7B
SectorConsumer
CountryFR
Data as of2025-12-30
Moat score
79/ 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 Hermes International Societe en commandite par actions's moat claims, evidence, and risks.

View RMS analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 79 / 100 for Hermes International Societe en commandite par actions).
  • Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); Hermes International Societe en commandite par actions has 7 segments (42.6% in Leather Goods and Saddlery).
  • Primary market structure: Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; Hermes International Societe en commandite par actions has 5 across 2.

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%

Hermes International Societe en commandite par actions

Leather Goods and Saddlery

Market

Ultra-premium leather goods and luxury handbags

Geography

Global

Customer

Affluent consumers

Role

Brand owner, artisan manufacturer, direct retailer

Revenue share

42.6%

Side-by-side metrics

Intuitive Surgical, Inc.
Hermes International Societe en commandite par actions
Ticker / Exchange
ISRG - NASDAQ
RMS - Euronext Paris
Market cap (USD)
n/a
$261.7B
Sector
Healthcare
Consumer
HQ country
US
FR
Primary segment
Instruments and Accessories
Leather Goods and Saddlery
Market structure
Monopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
83 / 100
79 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Supply
Last update
2025-12-30
2025-12-30

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

Hermes International Societe en commandite par actions strengths

Brand TrustCapacity MoatSupply Chain ControlDistribution ControlOperational Excellence

Segment mix

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

Hermes International Societe en commandite par actions segments

Full profile >

Leather Goods and Saddlery

Oligopoly

42.6%

Ready-to-wear and Accessories

Competitive

29%

Silk and Textiles

Competitive

6.3%

Other Hermes sectors (Jewelry, Home, etc.)

Competitive

12.6%

Perfume and Beauty

Competitive

3.5%

Watches

Competitive

3.8%

Other products (Third-party production)

Competitive

2.2%

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.