VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

The Coca-Cola Company vs ResMed Inc.

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

The Coca-Cola Company

KO · New York Stock Exchange

Market cap (USD)$292.4B
Gross margin (TTM)61.6%
Operating margin (TTM)30.7%
Net margin (TTM)27.3%
SectorConsumer
IndustryBeverages - Non-Alcoholic
CountryUS
Data as of2025-12-30
Moat score
79/ 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 The Coca-Cola Company's moat claims, evidence, and risks.

View KO analysis

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$36B
Gross margin (TTM)60.1%
Operating margin (TTM)33.2%
Net margin (TTM)27.4%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2026-01-04
Moat score
76/ 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 ResMed Inc.'s moat claims, evidence, and risks.

View RMD analysis

Comparison highlights

  • Moat score gap: The Coca-Cola Company leads (79 / 100 vs 76 / 100 for ResMed Inc.).
  • Segment focus: The Coca-Cola Company has 6 segments (39.6% in North America); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Moat breadth: The Coca-Cola Company has 7 moat types across 3 domains; ResMed Inc. has 7 across 2.

Primary market context

The Coca-Cola Company

North America

Market

Nonalcoholic ready-to-drink beverages

Geography

North America (primarily United States and Canada)

Customer

Retailers, foodservice, and consumers

Role

Brand owner and concentrate/syrup producer; system marketing leadership

Revenue share

39.6%

ResMed Inc.

Sleep and Breathing Health

Market

Sleep apnea and respiratory care devices and related consumables (PAP, masks, ventilation) plus connected monitoring services

Geography

Global

Customer

DME/HME providers, sleep clinics, hospitals, patients

Role

Medical device OEM + connected care software/data services

Revenue share

87.5%

Side-by-side metrics

The Coca-Cola Company
ResMed Inc.
Ticker / Exchange
KO - New York Stock Exchange
RMD - New York Stock Exchange
Market cap (USD)
$292.4B
$36B
Gross margin (TTM)
61.6%
60.1%
Operating margin (TTM)
30.7%
33.2%
Net margin (TTM)
27.3%
27.4%
Sector
Consumer
Healthcare
Industry
Beverages - Non-Alcoholic
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
North America
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
n/a
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
76 / 100
Moat domains
Demand, Supply, Legal
Demand, Legal
Last update
2025-12-30
2026-01-04

Moat coverage

Shared moat types

Brand TrustLong Term ContractsIP Choke Point

The Coca-Cola Company strengths

Distribution ControlScope EconomiesService Field NetworkOperational Excellence

ResMed Inc. strengths

Installed Base ConsumablesData Workflow LockinCompliance AdvantageTraining Org Change Costs

Segment mix

The Coca-Cola Company segments

Full profile >

Europe, Middle East & Africa

Oligopoly

15.8%

Latin America

Oligopoly

13.7%

North America

Oligopoly

39.6%

Asia Pacific

Oligopoly

10.8%

Global Ventures

Competitive

6.6%

Bottling Investments

Competitive

13.2%

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

Want the full wide moat stocks list?

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

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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.