VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Intuitive Surgical, Inc. vs The Trade Desk, Inc.
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 analysisThe Trade Desk, Inc.
TTD · 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 The Trade Desk, Inc.'s moat claims, evidence, and risks.
View TTD analysisComparison highlights
- Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 62 / 100 for The Trade Desk, Inc.).
- Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
- Primary market structure: Monopoly vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; The Trade Desk, Inc. has 4 across 2.
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%
The Trade Desk, Inc.
Advertising Technology Platform (DSP)
Demand-side platforms (DSP) for programmatic advertising (open internet)
Global
Advertising agencies and advertisers
Buy-side platform / demand aggregation
100%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Intuitive Surgical, Inc. strengths
The Trade Desk, Inc. strengths
Segment mix
Intuitive Surgical, Inc. segments
Full profile >Systems
Quasi-Monopoly
Instruments and Accessories
Monopoly
Services
Monopoly
The Trade Desk, Inc. segments
Full profile >Advertising Technology Platform (DSP)
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.