VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Oracle Corporation vs ResMed Inc.

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)$544.2B
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

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: ResMed Inc. leads (76 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Oracle Corporation has 7 moat types across 3 domains; ResMed Inc. has 7 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%

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

Oracle Corporation
ResMed Inc.
Ticker / Exchange
ORCL - New York Stock Exchange
RMD - New York Stock Exchange
Market cap (USD)
$544.2B
$36B
Gross margin (TTM)
70.7%
60.1%
Operating margin (TTM)
30.3%
33.2%
Net margin (TTM)
25.3%
27.4%
Sector
Technology
Healthcare
Industry
Software - Infrastructure
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
Infrastructure cloud services and license support
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
3% (estimated)
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
76 / 100
Moat domains
Demand, Supply, Network
Demand, Legal
Last update
2025-12-26
2026-01-04

Moat coverage

Shared moat types

Long Term ContractsTraining Org Change Costs

Oracle Corporation strengths

Suite BundlingCapex Knowhow ScaleInteroperability HubSwitching Costs GeneralKeystone Component

ResMed Inc. strengths

Installed Base ConsumablesData Workflow LockinBrand TrustCompliance AdvantageIP Choke Point

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%

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.