VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Lifco AB (publ) vs Medtronic plc

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

Lifco AB (publ)

LIFCO-B · Nasdaq Stockholm

Market cap (USD)$152.8B
Gross margin (TTM)43.9%
Operating margin (TTM)18.4%
Net margin (TTM)12.8%
SectorIndustrials
IndustryConglomerates
CountrySE
Data as of2026-01-06
Moat score
58/ 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 Lifco AB (publ)'s moat claims, evidence, and risks.

View LIFCO-B analysis

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$124.9B
Gross margin (TTM)62.3%
Operating margin (TTM)17.9%
Net margin (TTM)13.7%
SectorHealthcare
IndustryMedical - Devices
CountryIE
Data as of2025-12-31
Moat score
63/ 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 Medtronic plc's moat claims, evidence, and risks.

View MDT analysis

Comparison highlights

  • Moat score gap: Medtronic plc leads (63 / 100 vs 58 / 100 for Lifco AB (publ)).
  • Segment focus: Lifco AB (publ) has 3 segments (51.2% in Systems Solutions); Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Lifco AB (publ) has 8 moat types across 2 domains; Medtronic plc has 9 across 3.

Primary market context

Lifco AB (publ)

Systems Solutions

Market

Niche B2B systems solutions (contract manufacturing, environmental technology, infrastructure products, special products, transportation products)

Geography

Primarily Europe; global customers where applicable

Customer

B2B OEMs and industrial customers

Role

Niche manufacturer and systems solution provider

Revenue share

51.2%

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

37.2%

Side-by-side metrics

Lifco AB (publ)
Medtronic plc
Ticker / Exchange
LIFCO-B - Nasdaq Stockholm
MDT - New York Stock Exchange
Market cap (USD)
$152.8B
$124.9B
Gross margin (TTM)
43.9%
62.3%
Operating margin (TTM)
18.4%
17.9%
Net margin (TTM)
12.8%
13.7%
Sector
Industrials
Healthcare
Industry
Conglomerates
Medical - Devices
HQ country
SE
IE
Primary segment
Systems Solutions
Cardiovascular Portfolio
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
58 / 100
63 / 100
Moat domains
Supply, Demand
Legal, Demand, Network
Last update
2026-01-06
2025-12-31

Moat coverage

Shared moat types

Installed Base ConsumablesData Workflow LockinDesign In Qualification

Lifco AB (publ) strengths

Distribution ControlService Field NetworkCapex Knowhow ScaleBrand TrustOperational Excellence

Medtronic plc strengths

Regulated Standards PipeEcosystem ComplementsIP Choke PointProcurement InertiaSuite BundlingCompliance Advantage

Segment mix

Lifco AB (publ) segments

Full profile >

Dental

Oligopoly

24.1%

Demolition & Tools

Oligopoly

24.7%

Systems Solutions

Competitive

51.2%

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

37.2%

Neuroscience Portfolio

Oligopoly

29.4%

Medical Surgical Portfolio

Competitive

25.1%

Diabetes Operating Unit

Oligopoly

8.2%

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.