★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Johnson & Johnson vs Medtronic plc

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

Johnson & Johnson

JNJ · New York Stock Exchange

Market cap (USD)$651.3B
Gross margin (TTM)70.5%
Operating margin (TTM)26.8%
Net margin (TTM)21.5%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2026-08-23
Moat score
73/ 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 Johnson & Johnson's moat claims, evidence, and risks.

View JNJ analysis

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$119.5B
Gross margin (TTM)65%
Operating margin (TTM)17.8%
Net margin (TTM)13.2%
SectorHealthcare
IndustryMedical - Devices
CountryIE
Data as of2026-08-23
Moat score
71/ 100

Partial score covering 76% of segment weight.

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Medtronic plc's moat claims, evidence, and risks.

View MDT analysis

Comparison highlights

  • Segment focus: Johnson & Johnson has 2 segments (64.7% in Innovative Medicine); Medtronic plc has 4 segments (38.6% in Cardiovascular Portfolio).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Johnson & Johnson has 3 moat types across 2 domains; Medtronic plc has 4 across 2.

Primary market context

Johnson & Johnson

Innovative Medicine

Market

Branded prescription pharmaceuticals (biopharma)

Geography

Global

Customer

Wholesalers, hospitals, retailers, healthcare professionals, payers

Role

Drug discovery, development, manufacturing, commercialization

Revenue share

64.7%

Medtronic plc

Cardiovascular Portfolio

Market

Cardiovascular medical devices (cardiac rhythm management, electrophysiology/ablation, structural heart, coronary & peripheral vascular)

Geography

Global

Customer

Hospitals, cath labs, electrophysiologists, cardiologists, cardiac & vascular surgeons

Role

Device OEM + procedure support + remote monitoring software/services

Revenue share

38.6%

Side-by-side metrics

Johnson & Johnson
Medtronic plc
Ticker / Exchange
JNJ - New York Stock Exchange
MDT - New York Stock Exchange
Market cap (USD)
$651.3B
$119.5B
Gross margin (TTM)
70.5%
65%
Operating margin (TTM)
26.8%
17.8%
Net margin (TTM)
21.5%
13.2%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Medical - Devices
HQ country
US
IE
Primary segment
Innovative Medicine
Cardiovascular Portfolio
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
71 / 100 (partial, 76% coverage)
Moat domains
Legal, Demand
Demand, Network
Last update
2026-08-23
2026-08-23

Moat coverage

Shared moat types

No overlap yet.

Johnson & Johnson strengths

IP Choke PointTraining Org Change CostsBrand Trust

Medtronic plc strengths

Data Workflow LockinDesign In QualificationEcosystem ComplementsInstalled Base Consumables

Segment mix

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.7%

MedTech

Oligopoly

35.3%

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

38.6%

Neuroscience Portfolio

Oligopoly

28.4%

Medical Surgical Portfolio

Competitive

24.4%

MiniMed / Diabetes (consolidated all other)

Oligopoly

8.6%

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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.