VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Martin Marietta Materials, Inc. vs ResMed Inc.

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

Martin Marietta Materials, Inc.

MLM · NYSE

Market cap (USD)$38.7B
Gross margin (TTM)29.9%
Operating margin (TTM)23.4%
Net margin (TTM)17.4%
SectorMaterials
IndustryConstruction Materials
CountryUS
Data as of2026-01-01
Moat score
78/ 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 Martin Marietta Materials, Inc.'s moat claims, evidence, and risks.

View MLM 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: Martin Marietta Materials, Inc. leads (78 / 100 vs 76 / 100 for ResMed Inc.).
  • Segment focus: Martin Marietta Materials, Inc. has 3 segments (52.4% in East Group); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Martin Marietta Materials, Inc. has 4 moat types across 2 domains; ResMed Inc. has 7 across 2.

Primary market context

Martin Marietta Materials, Inc.

East Group

Market

Construction aggregates and asphalt products (crushed stone, sand & gravel; asphalt) in local/regional markets

Geography

United States (East/Southeast and adjacent regions)

Customer

Infrastructure agencies, construction contractors, and downstream materials producers (asphalt/ready-mix)

Role

Quarry/mining operator and building materials producer/distributor

Revenue share

52.4%

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

Martin Marietta Materials, Inc.
ResMed Inc.
Ticker / Exchange
MLM - NYSE
RMD - New York Stock Exchange
Market cap (USD)
$38.7B
$36B
Gross margin (TTM)
29.9%
60.1%
Operating margin (TTM)
23.4%
33.2%
Net margin (TTM)
17.4%
27.4%
Sector
Materials
Healthcare
Industry
Construction Materials
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
East Group
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
n/a
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
78 / 100
76 / 100
Moat domains
Supply, Financial
Demand, Legal
Last update
2026-01-01
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Martin Marietta Materials, Inc. strengths

Physical Network DensityGeographic NaturalBenchmark Pricing PowerCapex Knowhow Scale

ResMed Inc. strengths

Installed Base ConsumablesData Workflow LockinBrand TrustCompliance AdvantageIP Choke PointLong Term ContractsTraining Org Change Costs

Segment mix

Martin Marietta Materials, Inc. segments

Full profile >

East Group

Oligopoly

52.4%

West Group

Oligopoly

40.9%

Specialties (formerly Magnesia Specialties)

Oligopoly

6.7%

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?

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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.