VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Wide Moat Stocks Expansion-Stage Stocks Home My Collections

Stock Comparison

Pro Medicus Limited vs Straumann Holding AG

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

Pro Medicus Limited

PME · ASX

Market cap (USD)$22B

Gross margin (TTM)77.8%

Operating margin (TTM)72.1%

Net margin (TTM)52.9%

SectorHealthcare

IndustryMedical - Healthcare Information Services

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

Straumann Holding AG

STMN · SIX Swiss Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorHealthcare

Industry—

CountryCH

Data as of2026-01-10

Moat score

68/ 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 Straumann Holding AG's moat claims, evidence, and risks.

View STMN analysis

Comparison highlights

Moat score gap: Pro Medicus Limited leads (80 / 100 vs 68 / 100 for Straumann Holding AG).
Segment focus: Pro Medicus Limited has 2 segments (92.5% in Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)); Straumann Holding AG has 3 segments.
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
Moat breadth: Pro Medicus Limited has 6 moat types across 2 domains; Straumann Holding AG has 7 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%

Straumann Holding AG

Implantology (Tooth Replacement & Restoration)

Market

Dental implantology (tooth replacement and restoration solutions)

Geography

Global

Customer

Dental professionals (implantologists, oral surgeons, general dentists) and dental labs; DSOs

Role

Medical device OEM + branded implant system provider

Side-by-side metrics

Pro Medicus Limited

Straumann Holding AG

Ticker / Exchange

PME - ASX

STMN - SIX Swiss Exchange

Market cap (USD)

$22B

n/a

Gross margin (TTM)

77.8%

n/a

Operating margin (TTM)

72.1%

n/a

Net margin (TTM)

52.9%

n/a

Sector

Healthcare

Industry

Medical - Healthcare Information Services

n/a

HQ country

Primary segment

Visage 7 Enterprise Imaging Platform (PACS / CloudPACS)

Implantology (Tooth Replacement & Restoration)

Market structure

Oligopoly

Market share

55% (implied)

34%-36% (reported)

HHI estimate

n/a

Pricing power

Strong

Moderate

Moat score

80 / 100

68 / 100

Moat domains

Demand, Supply

Demand, Supply, Network

Last update

2026-01-11

2026-01-10

Moat coverage

Shared moat types

Data Workflow Lockin

Pro Medicus Limited strengths

Keystone ComponentOperational ExcellenceSuite BundlingSwitching Costs GeneralLong Term Contracts

Straumann Holding AG strengths

Brand TrustTraining Org Change CostsService Field NetworkScale Economies Unit CostInteroperability HubEcosystem Complements

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%

Straumann Holding AG segments

Full profile >

Implantology (Tooth Replacement & Restoration)

Oligopoly

n/a

Orthodontics (Clear Aligner Solutions)

Oligopoly

n/a

Digital Dentistry & Prosthetics Workflow

Competitive

n/a

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.