VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Kenvue Inc. vs Pro Medicus Limited

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

Kenvue Inc.

KVUE · New York Stock Exchange

Market cap (USD)$33.3B
Gross margin (TTM)58.1%
Operating margin (TTM)15.7%
Net margin (TTM)9.6%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-25
Moat score
66/ 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 Kenvue Inc.'s moat claims, evidence, and risks.

View KVUE analysis

Pro Medicus Limited

PME · ASX

Market cap (USD)$15.5B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryAU
Data as of
Moat score
80/ 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 Pro Medicus Limited's moat claims, evidence, and risks.

View PME analysis

Comparison highlights

  • Moat score gap: Pro Medicus Limited leads (80 / 100 vs 66 / 100 for Kenvue Inc.).
  • Segment focus: Kenvue Inc. has 3 segments (42.3% in Self Care); Pro Medicus Limited has 2 segments (92.5% in Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Kenvue Inc. has 6 moat types across 3 domains; Pro Medicus Limited has 6 across 2.

Primary market context

Kenvue Inc.

Self Care

Market

OTC self-care consumer health products (pain care, cough/cold/allergy, digestive health, smoking cessation, eye care)

Geography

Global

Customer

Consumers via retailers, pharmacies, and e-commerce

Role

Branded consumer health products manufacturer

Revenue share

42.3%

Pro Medicus Limited

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Market

Enterprise imaging / PACS and related modules for hospitals and integrated delivery networks (IDNs)

Geography

Primarily North America; also Europe and Australia

Customer

Hospitals, imaging centers, integrated delivery networks (IDNs)

Role

Healthcare IT software vendor / platform provider

Revenue share

92.5%

Side-by-side metrics

Kenvue Inc.
Pro Medicus Limited
Ticker / Exchange
KVUE - New York Stock Exchange
PME - ASX
Market cap (USD)
$33.3B
$15.5B
Gross margin (TTM)
58.1%
n/a
Operating margin (TTM)
15.7%
n/a
Net margin (TTM)
9.6%
n/a
Sector
Consumer
Healthcare
Industry
Household & Personal Products
n/a
HQ country
US
AU
Primary segment
Self Care
Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)
Market structure
Oligopoly
Oligopoly
Market share
n/a
55% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
66 / 100
80 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply
Last update
2025-12-25
2026-01-02

Moat coverage

Shared moat types

No overlap yet.

Kenvue Inc. strengths

Brand TrustScale Economies Unit CostCompliance AdvantageScope EconomiesDistribution ControlHabit Default

Pro Medicus Limited strengths

Data Workflow LockinKeystone ComponentOperational ExcellenceSuite BundlingSwitching Costs GeneralLong Term Contracts

Segment mix

Kenvue Inc. segments

Full profile >

Self Care

Oligopoly

42.3%

Skin Health and Beauty

Competitive

27.4%

Essential Health

Competitive

30.3%

Pro Medicus Limited segments

Full profile >

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Oligopoly

92.5%

Visage RIS (Radiology Information System) and Promedicus.net

Oligopoly

7.5%

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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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.