VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Intuitive Surgical, Inc. vs Sanofi
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 analysisSanofi
SAN · Euronext Paris
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 74 / 100 for Sanofi).
- Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); Sanofi has 3 segments (79.8% in Pharma (Prescription Medicines)).
- Primary market structure: Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; Sanofi has 5 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%
Sanofi
Pharma (Prescription Medicines)
Branded prescription pharmaceuticals (immunology, rare disease, neurology, oncology, general medicines)
Global
Patients via payers/providers and channel partners (wholesalers, pharmacies, hospitals)
Research-based drug developer, manufacturer, and marketer
79.8%
Side-by-side metrics
Moat coverage
Shared moat types
Intuitive Surgical, Inc. strengths
Sanofi strengths
Segment mix
Intuitive Surgical, Inc. segments
Full profile >Systems
Quasi-Monopoly
Instruments and Accessories
Monopoly
Services
Monopoly
Sanofi segments
Full profile >Pharma (Prescription Medicines)
Oligopoly
Vaccines
Oligopoly
Opella (Consumer Healthcare - Sanofi minority stake)
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.