VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Medtronic plc vs QUALCOMM Incorporated

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

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$123.8B
SectorHealthcare
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

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
70/ 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 QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

Comparison highlights

  • Moat score gap: QUALCOMM Incorporated leads (70 / 100 vs 63 / 100 for Medtronic plc).
  • Segment focus: Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio); QUALCOMM Incorporated has 4 segments (62.8% in Handset chipsets (Snapdragon platforms)).
  • Moat breadth: Medtronic plc has 9 moat types across 3 domains; QUALCOMM Incorporated has 7 across 4.

Primary market context

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%

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

62.8%

Side-by-side metrics

Medtronic plc
QUALCOMM Incorporated
Ticker / Exchange
MDT - New York Stock Exchange
QCOM - NASDAQ Global Select Market
Market cap (USD)
$123.8B
n/a
Sector
Healthcare
Technology
HQ country
IE
US
Primary segment
Cardiovascular Portfolio
Handset chipsets (Snapdragon platforms)
Market structure
Oligopoly
Oligopoly
Market share
n/a
22%-26% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
70 / 100
Moat domains
Legal, Demand, Network
Supply, Network, Demand, Legal
Last update
2025-12-31
2025-12-30

Moat coverage

Shared moat types

Design In QualificationEcosystem ComplementsIP Choke Point

Medtronic plc strengths

Regulated Standards PipeData Workflow LockinProcurement InertiaSuite BundlingCompliance AdvantageInstalled Base Consumables

QUALCOMM Incorporated strengths

Keystone ComponentCapex Knowhow ScaleScope EconomiesLong Term Contracts

Segment mix

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%

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

62.8%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

8.9%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.9%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

12.6%

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.