VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Marriott International, Inc. vs ResMed Inc.

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

Marriott International, Inc.

MAR · NASDAQ

Market cap (USD)$83.5B
Gross margin (TTM)21.7%
Operating margin (TTM)15.9%
Net margin (TTM)10.1%
SectorConsumer
IndustryTravel Lodging
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Marriott International, Inc.'s moat claims, evidence, and risks.

View MAR 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: ResMed Inc. leads (76 / 100 vs 72 / 100 for Marriott International, Inc.).
  • Segment focus: Marriott International, Inc. has 2 segments; ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Marriott International, Inc. has 4 moat types across 3 domains; ResMed Inc. has 7 across 2.

Primary market context

Marriott International, Inc.

U.S. & Canada Lodging Platform

Market

Branded hotel franchising & management platform (including loyalty and reservation systems)

Geography

U.S. & Canada

Customer

Two-sided: travelers (guests) and hotel owners (franchisees/owners of managed properties)

Role

Brand owner / franchisor / manager; operator of reservation, loyalty, and marketing systems

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

Marriott International, Inc.
ResMed Inc.
Ticker / Exchange
MAR - NASDAQ
RMD - New York Stock Exchange
Market cap (USD)
$83.5B
$36B
Gross margin (TTM)
21.7%
60.1%
Operating margin (TTM)
15.9%
33.2%
Net margin (TTM)
10.1%
27.4%
Sector
Consumer
Healthcare
Industry
Travel Lodging
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
U.S. & Canada Lodging Platform
Sleep and Breathing Health
Market structure
Competitive
Oligopoly
Market share
16%-18% (reported)
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
76 / 100
Moat domains
Demand, Network, Supply
Demand, Legal
Last update
2026-01-01
2026-01-04

Moat coverage

Shared moat types

Brand TrustLong Term Contracts

Marriott International, Inc. strengths

Two Sided NetworkDistribution Control

ResMed Inc. strengths

Installed Base ConsumablesData Workflow LockinCompliance AdvantageIP Choke PointTraining Org Change Costs

Segment mix

Marriott International, Inc. segments

Full profile >

U.S. & Canada Lodging Platform

Competitive

n/a

International Lodging Platform

Competitive

n/a

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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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.