VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

NVIDIA Corporation vs Thermo Fisher Scientific Inc.

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)
SectorTechnology
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.

View full moat analysis >

Thermo Fisher Scientific Inc.

TMO · New York Stock Exchange

Market cap (USD)$213.3B
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
64/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

NVIDIA Corporation
Thermo Fisher Scientific Inc.
Ticker / Exchange
NVDA - Nasdaq Stock Market
TMO - New York Stock Exchange
Market cap (USD)
n/a
$213.3B
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Data Center
Laboratory Products and Biopharma Services
Market structure
Quasi-Monopoly
Competitive
Market share
78%-85% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
97 / 100
64 / 100
Moat domains
Demand, Network, Supply
Demand, Supply, Legal
Last update
2025-12-26
2025-12-22

Moat coverage

Shared moat types

Capacity Moat

NVIDIA Corporation strengths

Data Workflow LockinEcosystem ComplementsOperational ExcellenceDesign In QualificationSuite BundlingResidual / non-core revenue

Thermo Fisher Scientific Inc. strengths

Installed Base ConsumablesFormat Lock InBrand TrustService Field NetworkRegulated Standards PipeDistribution ControlProcurement Inertia

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%

Thermo Fisher Scientific Inc. segments

Full profile >

Life Sciences Solutions

Oligopoly

19%

Analytical Instruments

Oligopoly

17%

Specialty Diagnostics

Oligopoly

10.4%

Laboratory Products and Biopharma Services

Competitive

53.6%

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.