VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Wide Moat Stocks Expansion-Stage Stocks Home My Collections

Stock Comparison

LPL Financial Holdings Inc. vs Straumann Holding AG

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

LPL Financial Holdings Inc.

LPLA · Nasdaq

Market cap (USD)$28.8B

Gross margin (TTM)24.1%

Operating margin (TTM)9.5%

Net margin (TTM)5.4%

SectorFinancials

IndustryFinancial - Capital Markets

CountryUS

Data as of2025-12-26

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 LPL Financial Holdings Inc.'s moat claims, evidence, and risks.

View LPLA analysis

Straumann Holding AG

STMN · SIX Swiss Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorHealthcare

Industry—

CountryCH

Data as of2026-01-10

Moat score

68/ 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 Straumann Holding AG's moat claims, evidence, and risks.

View STMN analysis

Comparison highlights

Moat score gap: LPL Financial Holdings Inc. leads (79 / 100 vs 68 / 100 for Straumann Holding AG).
Segment focus: LPL Financial Holdings Inc. has 1 segment (100% in Advisor Platform); Straumann Holding AG has 3 segments.
Moat breadth: LPL Financial Holdings Inc. has 6 moat types across 4 domains; Straumann Holding AG has 7 across 3.

Primary market context

LPL Financial Holdings Inc.

Advisor Platform

Market

Advisor-mediated wealth management platform (independent broker-dealer + RIA custody/clearing)

Geography

United States

Customer

Financial advisors and financial institutions

Role

Platform / broker-dealer / custodian

Revenue share

100%

Straumann Holding AG

Implantology (Tooth Replacement & Restoration)

Market

Dental implantology (tooth replacement and restoration solutions)

Geography

Global

Customer

Dental professionals (implantologists, oral surgeons, general dentists) and dental labs; DSOs

Role

Medical device OEM + branded implant system provider

Side-by-side metrics

LPL Financial Holdings Inc.

Straumann Holding AG

Ticker / Exchange

LPLA - Nasdaq

STMN - SIX Swiss Exchange

Market cap (USD)

$28.8B

n/a

Gross margin (TTM)

24.1%

n/a

Operating margin (TTM)

9.5%

n/a

Net margin (TTM)

5.4%

n/a

Sector

Financials

Healthcare

Industry

Financial - Capital Markets

n/a

HQ country

Primary segment

Advisor Platform

Implantology (Tooth Replacement & Restoration)

Market structure

Oligopoly

Market share

23%-25% (reported)

34%-36% (reported)

HHI estimate

n/a

Pricing power

Moderate

Moat score

79 / 100

68 / 100

Moat domains

Supply, Demand, Legal, Network

Demand, Supply, Network

Last update

2025-12-26

2026-01-10

Moat coverage

Shared moat types

Scale Economies Unit Cost

LPL Financial Holdings Inc. strengths

Suite BundlingOperational ExcellenceCompliance AdvantageTwo Sided NetworkSwitching Costs General

Straumann Holding AG strengths

Brand TrustTraining Org Change CostsService Field NetworkData Workflow LockinInteroperability HubEcosystem Complements

Segment mix

LPL Financial Holdings Inc. segments

Full profile >

Advisor Platform

Oligopoly

100%

Straumann Holding AG segments

Full profile >

Implantology (Tooth Replacement & Restoration)

Oligopoly

n/a

Orthodontics (Clear Aligner Solutions)

Oligopoly

n/a

Digital Dentistry & Prosthetics Workflow

Competitive

n/a

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.