VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Kongsberg Gruppen ASA vs ResMed Inc.

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

Kongsberg Gruppen ASA

KOG · Euronext Oslo Bors

Market cap (USD)$249B
Gross margin (TTM)38.1%
Operating margin (TTM)13.5%
Net margin (TTM)12.9%
SectorIndustrials
IndustryAerospace & Defense
CountryNO
Data as of2025-12-28
Moat score
81/ 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 Kongsberg Gruppen ASA's moat claims, evidence, and risks.

View KOG 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: Kongsberg Gruppen ASA leads (81 / 100 vs 76 / 100 for ResMed Inc.).
  • Segment focus: Kongsberg Gruppen ASA has 4 segments (49.5% in Kongsberg Maritime); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Moat breadth: Kongsberg Gruppen ASA has 9 moat types across 4 domains; ResMed Inc. has 7 across 2.

Primary market context

Kongsberg Gruppen ASA

Kongsberg Maritime

Market

Maritime technology & integrated ship systems (propulsion, automation, bridge, energy efficiency, service)

Geography

Global

Customer

Shipyards, shipowners, offshore operators, naval customers

Role

OEM and systems integrator; aftermarket service provider

Revenue share

49.5%

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

Kongsberg Gruppen ASA
ResMed Inc.
Ticker / Exchange
KOG - Euronext Oslo Bors
RMD - New York Stock Exchange
Market cap (USD)
$249B
$36B
Gross margin (TTM)
38.1%
60.1%
Operating margin (TTM)
13.5%
33.2%
Net margin (TTM)
12.9%
27.4%
Sector
Industrials
Healthcare
Industry
Aerospace & Defense
Medical - Instruments & Supplies
HQ country
NO
US
Primary segment
Kongsberg Maritime
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
30%-35% (reported)
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
81 / 100
76 / 100
Moat domains
Demand, Supply, Legal, Network
Demand, Legal
Last update
2025-12-28
2026-01-04

Moat coverage

Shared moat types

Installed Base ConsumablesCompliance AdvantageLong Term ContractsData Workflow Lockin

Kongsberg Gruppen ASA strengths

Service Field NetworkGovernment Contracting RelationshipsDesign In QualificationCapex Knowhow ScaleEcosystem Complements

ResMed Inc. strengths

Brand TrustIP Choke PointTraining Org Change Costs

Segment mix

Kongsberg Gruppen ASA segments

Full profile >

Kongsberg Maritime

Oligopoly

49.5%

Kongsberg Defence & Aerospace

Oligopoly

38.2%

Kongsberg Discovery

Competitive

8.8%

Kongsberg Digital

Competitive

3.5%

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?

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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.