VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Medtronic plc vs Sea Limited

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)$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

Sea Limited

SE · New York Stock Exchange

Market cap (USD)$82.8B
Gross margin (TTM)44.9%
Operating margin (TTM)8.2%
Net margin (TTM)6.8%
SectorConsumer
IndustrySpecialty Retail
CountrySG
Data as of2026-01-06
Moat score
69/ 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 Sea Limited's moat claims, evidence, and risks.

View SE analysis

Comparison highlights

  • Moat score gap: Sea Limited leads (69 / 100 vs 63 / 100 for Medtronic plc).
  • Segment focus: Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio); Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
  • Moat breadth: Medtronic plc has 9 moat types across 3 domains; Sea Limited has 6 across 3.

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%

Sea Limited

Shopee (E-commerce)

Market

E-commerce marketplace and related value-added services

Geography

Southeast Asia, Taiwan, Brazil

Customer

Consumers and sellers

Role

Marketplace operator

Revenue share

73.8%

Side-by-side metrics

Medtronic plc
Sea Limited
Ticker / Exchange
MDT - New York Stock Exchange
SE - New York Stock Exchange
Market cap (USD)
$124.9B
$82.8B
Gross margin (TTM)
62.3%
44.9%
Operating margin (TTM)
17.9%
8.2%
Net margin (TTM)
13.7%
6.8%
Sector
Healthcare
Consumer
Industry
Medical - Devices
Specialty Retail
HQ country
IE
SG
Primary segment
Cardiovascular Portfolio
Shopee (E-commerce)
Market structure
Oligopoly
Oligopoly
Market share
n/a
52% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
69 / 100
Moat domains
Legal, Demand, Network
Network, Supply, Legal
Last update
2025-12-31
2026-01-06

Moat coverage

Shared moat types

Regulated Standards PipeEcosystem Complements

Medtronic plc strengths

Data Workflow LockinDesign In QualificationIP Choke PointProcurement InertiaSuite BundlingCompliance AdvantageInstalled Base Consumables

Sea Limited strengths

Two Sided NetworkDistribution ControlDirect Network EffectsContractual Exclusivity

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%

Sea Limited segments

Full profile >

Shopee (E-commerce)

Oligopoly

73.8%

SeaMoney (Digital Financial Services)

Competitive

14.1%

Garena (Digital Entertainment)

Competitive

11.4%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.