VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Intuitive Surgical, Inc. vs Synopsys, 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

Synopsys, Inc.

SNPS · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
85/ 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 Synopsys, Inc.'s moat claims, evidence, and risks.

View SNPS analysis

Comparison highlights

  • Moat score gap: Synopsys, Inc. leads (85 / 100 vs 83 / 100 for Intuitive Surgical, Inc.).
  • Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); Synopsys, Inc. has 2 segments (75.2% in Design Automation).
  • Primary market structure: Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; Synopsys, Inc. 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%

Synopsys, Inc.

Design Automation

Market

Electronic design automation (EDA) software and silicon-to-systems simulation & analysis tools

Geography

Global

Customer

Semiconductor and systems companies (chip/system designers)

Role

Software + hardware tooling provider / platform

Revenue share

75.2%

Side-by-side metrics

Intuitive Surgical, Inc.
Synopsys, Inc.
Ticker / Exchange
ISRG - NASDAQ
SNPS - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
Instruments and Accessories
Design Automation
Market structure
Monopoly
Oligopoly
Market share
n/a
30%-32% (reported)
HHI estimate
n/a
2,140
Pricing power
Strong
Moderate
Moat score
83 / 100
85 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Supply
Last update
2025-12-30
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow ScaleInstalled Base Consumables

Intuitive Surgical, Inc. strengths

Training Org Change CostsEcosystem ComplementsProcurement InertiaIP Choke PointService Field NetworkData Workflow LockinLong Term Contracts

Synopsys, Inc. strengths

Switching Costs GeneralSuite BundlingDesign In Qualification

Segment mix

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

Synopsys, Inc. segments

Full profile >

Design Automation

Oligopoly

75.2%

Design IP

Oligopoly

24.8%

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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.