VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Intuitive Surgical, Inc. vs West Pharmaceutical Services, 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

West Pharmaceutical Services, Inc.

WST · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-22
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 West Pharmaceutical Services, Inc.'s moat claims, evidence, and risks.

View WST analysis

Comparison highlights

  • Moat score gap: West Pharmaceutical Services, 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); West Pharmaceutical Services, Inc. has 2 segments (80.7% in Proprietary Products).
  • Primary market structure: Monopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; West Pharmaceutical Services, Inc. has 5 across 3.

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%

West Pharmaceutical Services, Inc.

Proprietary Products

Market

Injectable primary packaging components and containment/delivery systems (elastomeric stoppers, seals, plungers, syringe/cartridge components; related services)

Geography

Global

Customer

Biologic, generic, and pharmaceutical drug manufacturers

Role

Primary packaging and delivery component supplier

Revenue share

80.7%

Side-by-side metrics

Intuitive Surgical, Inc.
West Pharmaceutical Services, Inc.
Ticker / Exchange
ISRG - NASDAQ
WST - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Healthcare
Healthcare
HQ country
US
US
Primary segment
Instruments and Accessories
Proprietary Products
Market structure
Monopoly
Quasi-Monopoly
Market share
n/a
70%-75% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
83 / 100
85 / 100
Moat domains
Supply, Demand, Network, Legal
Demand, Legal, Supply
Last update
2025-12-30
2025-12-22

Moat coverage

Shared moat types

Capex Knowhow Scale

Intuitive Surgical, Inc. strengths

Training Org Change CostsEcosystem ComplementsProcurement InertiaInstalled Base ConsumablesIP Choke PointService Field NetworkData Workflow LockinLong Term Contracts

West Pharmaceutical Services, Inc. strengths

Design In QualificationCompliance AdvantageBrand TrustOperational Excellence

Segment mix

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

West Pharmaceutical Services, Inc. segments

Full profile >

Proprietary Products

Quasi-Monopoly

80.7%

Contract-Manufactured Products

Competitive

19.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.