VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

Wide Moat Stocks Home My Collections

Stock Comparison

Oracle Corporation vs Pro Medicus Limited

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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$555B

Gross margin (TTM)70.7%

Operating margin (TTM)30.3%

Net margin (TTM)25.3%

SectorTechnology

IndustrySoftware - Infrastructure

CountryUS

Data as of2025-12-26

Moat score

56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL 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: Pro Medicus Limited leads (80 / 100 vs 56 / 100 for Oracle Corporation).
Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); Pro Medicus Limited has 2 segments (92.5% in Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)).
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Strong.
Moat breadth: Oracle Corporation has 7 moat types across 3 domains; Pro Medicus Limited has 6 across 2.

Primary market context

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

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

Oracle Corporation

Pro Medicus Limited

Ticker / Exchange

ORCL - New York Stock Exchange

PME - ASX

Market cap (USD)

$555B

$15.5B

Gross margin (TTM)

70.7%

n/a

Operating margin (TTM)

30.3%

n/a

Net margin (TTM)

25.3%

n/a

Sector

Technology

Healthcare

Industry

Software - Infrastructure

n/a

HQ country

Primary segment

Infrastructure cloud services and license support

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Market structure

Oligopoly

Market share

3% (estimated)

55% (implied)

HHI estimate

n/a

Pricing power

Weak

Strong

Moat score

56 / 100

80 / 100

Moat domains

Demand, Supply, Network

Demand, Supply

Last update

2025-12-26

2026-01-02

Moat coverage

Shared moat types

Suite BundlingLong Term ContractsSwitching Costs GeneralKeystone Component

Oracle Corporation strengths

Capex Knowhow ScaleInteroperability HubTraining Org Change Costs

Pro Medicus Limited strengths

Data Workflow LockinOperational Excellence

Segment mix

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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.