VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Wide Moat Stocks Expansion-Stage Stocks Home My Collections

Stock Comparison

James Hardie Industries plc vs Straumann Holding AG

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

James Hardie Industries plc

JHX · ASX

Market cap (USD)$18.8B

Gross margin (TTM)36.3%

Operating margin (TTM)13.6%

Net margin (TTM)4.7%

SectorMaterials

IndustryConstruction Materials

CountryIE

Data as of2025-12-28

Moat score

74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Straumann Holding AG

STMN · SIX Swiss Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorHealthcare

Industry—

CountryCH

Data as of2026-01-10

Moat score

68/ 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 Straumann Holding AG's moat claims, evidence, and risks.

View STMN analysis

Comparison highlights

Moat score gap: James Hardie Industries plc leads (74 / 100 vs 68 / 100 for Straumann Holding AG).
Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); Straumann Holding AG has 3 segments.
Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; Straumann Holding AG has 7 across 3.

Primary market context

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Straumann Holding AG

Implantology (Tooth Replacement & Restoration)

Market

Dental implantology (tooth replacement and restoration solutions)

Geography

Global

Customer

Dental professionals (implantologists, oral surgeons, general dentists) and dental labs; DSOs

Role

Medical device OEM + branded implant system provider

Side-by-side metrics

James Hardie Industries plc

Straumann Holding AG

Ticker / Exchange

JHX - ASX

STMN - SIX Swiss Exchange

Market cap (USD)

$18.8B

n/a

Gross margin (TTM)

36.3%

n/a

Operating margin (TTM)

13.6%

n/a

Net margin (TTM)

4.7%

n/a

Sector

Materials

Healthcare

Industry

Construction Materials

n/a

HQ country

Primary segment

Siding & Trim

Implantology (Tooth Replacement & Restoration)

Market structure

Quasi-Monopoly

Oligopoly

Market share

88%-92% (estimated)

34%-36% (reported)

HHI estimate

n/a

Pricing power

Moderate

Moat score

74 / 100

68 / 100

Moat domains

Supply, Demand

Demand, Supply, Network

Last update

2025-12-28

2026-01-10

Moat coverage

Shared moat types

Brand Trust

James Hardie Industries plc strengths

Capex Knowhow ScaleLong Term ContractsOperational ExcellenceDistribution Control

Straumann Holding AG strengths

Training Org Change CostsService Field NetworkData Workflow LockinScale Economies Unit CostInteroperability HubEcosystem Complements

Segment mix

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

Straumann Holding AG segments

Full profile >

Implantology (Tooth Replacement & Restoration)

Oligopoly

n/a

Orthodontics (Clear Aligner Solutions)

Oligopoly

n/a

Digital Dentistry & Prosthetics Workflow

Competitive

n/a

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

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.