VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

UiPath, Inc. vs ResMed Inc.

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

UiPath, Inc.

PATH · New York Stock Exchange

Market cap (USD)$8.6B
Gross margin (TTM)83.2%
Operating margin (TTM)0.7%
Net margin (TTM)14.8%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-29
Moat score
70/ 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 UiPath, Inc.'s moat claims, evidence, and risks.

View PATH 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 70 / 100 for UiPath, Inc.).
  • Segment focus: UiPath, Inc. has 2 segments (97.2% in Automation Platform); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Moat breadth: UiPath, Inc. has 3 moat types across 2 domains; ResMed Inc. has 7 across 2.

Primary market context

UiPath, Inc.

Automation Platform

Market

Enterprise automation software (RPA + agentic automation platform)

Geography

Global

Customer

Enterprises and public sector

Role

Software platform vendor

Revenue share

97.2%

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

UiPath, Inc.
ResMed Inc.
Ticker / Exchange
PATH - New York Stock Exchange
RMD - New York Stock Exchange
Market cap (USD)
$8.6B
$36B
Gross margin (TTM)
83.2%
60.1%
Operating margin (TTM)
0.7%
33.2%
Net margin (TTM)
14.8%
27.4%
Sector
Technology
Healthcare
Industry
Software - Infrastructure
Medical - Instruments & Supplies
HQ country
US
US
Primary segment
Automation Platform
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
n/a
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
76 / 100
Moat domains
Demand, Network
Demand, Legal
Last update
2025-12-29
2026-01-04

Moat coverage

Shared moat types

Training Org Change Costs

UiPath, Inc. strengths

Suite BundlingEcosystem Complements

ResMed Inc. strengths

Installed Base ConsumablesData Workflow LockinBrand TrustCompliance AdvantageIP Choke PointLong Term Contracts

Segment mix

UiPath, Inc. segments

Full profile >

Automation Platform

Oligopoly

97.2%

Professional Services and Enablement

Competitive

2.8%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.