VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

Stock Comparison

NVIDIA Corporation vs Pro Medicus Limited

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

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)$4.6T
Gross margin (TTM)70.1%
Operating margin (TTM)58.8%
Net margin (TTM)53%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-26
Moat score
97/ 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 NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Pro Medicus Limited

PME · ASX

Market cap (USD)$15.5B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryAU
Data as of
Moat score
80/ 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 Pro Medicus Limited's moat claims, evidence, and risks.

View PME analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 80 / 100 for Pro Medicus Limited).
  • Segment focus: NVIDIA Corporation has 5 segments (88.3% in Data Center); Pro Medicus Limited has 2 segments (92.5% in Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: NVIDIA Corporation has 7 moat types across 3 domains; Pro Medicus Limited has 6 across 2.

Primary market context

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Pro Medicus Limited

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Market

Enterprise imaging / PACS and related modules for hospitals and integrated delivery networks (IDNs)

Geography

Primarily North America; also Europe and Australia

Customer

Hospitals, imaging centers, integrated delivery networks (IDNs)

Role

Healthcare IT software vendor / platform provider

Revenue share

92.5%

Side-by-side metrics

NVIDIA Corporation
Pro Medicus Limited
Ticker / Exchange
NVDA - Nasdaq Stock Market
PME - ASX
Market cap (USD)
$4.6T
$15.5B
Gross margin (TTM)
70.1%
n/a
Operating margin (TTM)
58.8%
n/a
Net margin (TTM)
53%
n/a
Sector
Technology
Healthcare
Industry
Semiconductors
n/a
HQ country
US
AU
Primary segment
Data Center
Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)
Market structure
Quasi-Monopoly
Oligopoly
Market share
78%-85% (estimated)
55% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
97 / 100
80 / 100
Moat domains
Demand, Network, Supply
Demand, Supply
Last update
2025-12-26
2026-01-02

Moat coverage

Shared moat types

Data Workflow LockinOperational ExcellenceSuite Bundling

NVIDIA Corporation strengths

Ecosystem ComplementsCapacity MoatDesign In QualificationResidual / non-core revenue

Pro Medicus Limited strengths

Keystone ComponentSwitching Costs GeneralLong Term Contracts

Segment mix

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

Pro Medicus Limited segments

Full profile >

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Oligopoly

92.5%

Visage RIS (Radiology Information System) and Promedicus.net

Oligopoly

7.5%

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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.