VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Intuitive Surgical, Inc. vs TMX Group Limited

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)$202.3B
Gross margin (TTM)66.4%
Operating margin (TTM)29.3%
Net margin (TTM)28.6%
SectorHealthcare
IndustryMedical - Instruments & Supplies
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

TMX Group Limited

X · Toronto Stock Exchange

Market cap (USD)$14.4B
Gross margin (TTM)59.3%
Operating margin (TTM)38.7%
Net margin (TTM)23.8%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryCA
Data as of2026-01-03
Moat score
70/ 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 TMX Group Limited's moat claims, evidence, and risks.

View X analysis

Comparison highlights

  • Moat score gap: Intuitive Surgical, Inc. leads (83 / 100 vs 70 / 100 for TMX Group Limited).
  • Segment focus: Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories); TMX Group Limited has 9 segments (16.1% in Trayport energy trading workflow software and network).
  • Primary market structure: Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Intuitive Surgical, Inc. has 9 moat types across 4 domains; TMX Group Limited has 12 across 5.

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%

TMX Group Limited

Trayport energy trading workflow software and network

Market

Wholesale energy trading workflow software and network connectivity

Geography

Europe-centric, with global customers

Customer

Energy traders, brokers, exchanges/venues

Role

Interoperability hub / workflow platform

Revenue share

16.1%

Side-by-side metrics

Intuitive Surgical, Inc.
TMX Group Limited
Ticker / Exchange
ISRG - NASDAQ
X - Toronto Stock Exchange
Market cap (USD)
$202.3B
$14.4B
Gross margin (TTM)
66.4%
59.3%
Operating margin (TTM)
29.3%
38.7%
Net margin (TTM)
28.6%
23.8%
Sector
Healthcare
Financials
Industry
Medical - Instruments & Supplies
Financial - Data & Stock Exchanges
HQ country
US
CA
Primary segment
Instruments and Accessories
Trayport energy trading workflow software and network
Market structure
Monopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
83 / 100
70 / 100
Moat domains
Supply, Demand, Network, Legal
Legal, Network, Demand, Supply, Financial
Last update
2025-12-30
2026-01-03

Moat coverage

Shared moat types

Data Workflow Lockin

Intuitive Surgical, Inc. strengths

Capex Knowhow ScaleTraining Org Change CostsEcosystem ComplementsProcurement InertiaInstalled Base ConsumablesIP Choke PointService Field NetworkLong Term Contracts

TMX Group Limited strengths

Concession LicenseTwo Sided NetworkBrand TrustSwitching Costs GeneralCompliance AdvantageScale Economies Unit CostClearing SettlementRegulated Standards PipeInteroperability HubDistribution ControlBenchmark Pricing Power

Segment mix

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

TMX Group Limited segments

Full profile >

TSX & TSXV listing and sustaining fees

Oligopoly

10.8%

Issuer services (TSX Trust and TMX Newsfile)

Competitive

7.9%

Equities and fixed income trading venues (TSX, TSXV, TSX Alpha, Shorcan)

Oligopoly

8.8%

Post-trade clearing, settlement and depository (CDS / CDSX)

Quasi-Monopoly

8.6%

Canadian listed derivatives trading and clearing (Montreal Exchange + CDCC, excl. BOX)

Quasi-Monopoly

12.9%

U.S. equity options exchange (BOX)

Competitive

9.6%

Trayport energy trading workflow software and network

Oligopoly

16.1%

TMX Datalinx market data and co-location

Quasi-Monopoly

15.8%

TMX VettaFi indexing, ETF analytics, and digital distribution

Oligopoly

9.5%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.