VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

Pro Medicus Limited vs Safran

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

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

Safran

SAF · Euronext Paris

Market cap (USD)$128.4B
Gross margin (TTM)32.8%
Operating margin (TTM)14.4%
Net margin (TTM)10.8%
SectorIndustrials
IndustryAerospace & Defense
CountryFR
Data as of2025-12-28
Moat score
74/ 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 Safran's moat claims, evidence, and risks.

View SAF analysis

Comparison highlights

  • Moat score gap: Pro Medicus Limited leads (80 / 100 vs 74 / 100 for Safran).
  • Segment focus: Pro Medicus Limited has 2 segments (92.5% in Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)); Safran has 3 segments (50% in Propulsion).
  • Moat breadth: Pro Medicus Limited has 6 moat types across 2 domains; Safran has 8 across 3.

Primary market context

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%

Safran

Propulsion

Market

Aircraft propulsion (commercial, military and helicopter engines) and engine aftermarket (spares, MRO, RPFH)

Geography

Global

Customer

Aircraft OEMs, airlines/lessors, MRO operators, and militaries

Role

Engine OEM + aftermarket service provider (incl. CFM JV participation)

Revenue share

50%

Side-by-side metrics

Pro Medicus Limited
Safran
Ticker / Exchange
PME - ASX
SAF - Euronext Paris
Market cap (USD)
$15.5B
$128.4B
Gross margin (TTM)
n/a
32.8%
Operating margin (TTM)
n/a
14.4%
Net margin (TTM)
n/a
10.8%
Sector
Healthcare
Industrials
Industry
n/a
Aerospace & Defense
HQ country
AU
FR
Primary segment
Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)
Propulsion
Market structure
Oligopoly
Oligopoly
Market share
55% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
80 / 100
74 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2026-01-03
2025-12-28

Moat coverage

Shared moat types

Operational ExcellenceLong Term Contracts

Pro Medicus Limited strengths

Data Workflow LockinKeystone ComponentSuite BundlingSwitching Costs General

Safran strengths

Installed Base ConsumablesCapex Knowhow ScaleRegulated Standards PipeDesign In QualificationService Field NetworkGovernment Contracting Relationships

Segment mix

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%

Safran segments

Full profile >

Propulsion

Oligopoly

50%

Equipment & Defense

Oligopoly

38.9%

Aircraft Interiors

Competitive

11.1%

Want the full wide moat stocks list?

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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.