VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Ferrari N.V. vs ResMed Inc.

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

Ferrari N.V.

RACE · New York Stock Exchange

Market cap (USD)$67.7B
Gross margin (TTM)51.3%
Operating margin (TTM)29.3%
Net margin (TTM)22.6%
SectorConsumer
IndustryAuto - Manufacturers
CountryNL
Data as of2025-12-31
Moat score
81/ 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 Ferrari N.V.'s moat claims, evidence, and risks.

View RACE 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: Ferrari N.V. leads (81 / 100 vs 76 / 100 for ResMed Inc.).
  • Segment focus: Ferrari N.V. has 3 segments (85.8% in Cars and spare parts); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Ferrari N.V. has 5 moat types across 3 domains; ResMed Inc. has 7 across 2.

Primary market context

Ferrari N.V.

Cars and spare parts

Market

Luxury performance cars and OEM spare parts/after-sales

Geography

Global

Customer

High-net-worth individuals and collectors; sales and service via authorized dealers

Role

OEM / brand owner with selective dealer distribution

Revenue share

85.8%

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

Ferrari N.V.
ResMed Inc.
Ticker / Exchange
RACE - New York Stock Exchange
RMD - New York Stock Exchange
Market cap (USD)
$67.7B
$36B
Gross margin (TTM)
51.3%
60.1%
Operating margin (TTM)
29.3%
33.2%
Net margin (TTM)
22.6%
27.4%
Sector
Consumer
Healthcare
Industry
Auto - Manufacturers
Medical - Instruments & Supplies
HQ country
NL
US
Primary segment
Cars and spare parts
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
23% (reported)
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
81 / 100
76 / 100
Moat domains
Demand, Supply, Legal
Demand, Legal
Last update
2025-12-31
2026-01-04

Moat coverage

Shared moat types

Brand TrustInstalled Base ConsumablesIP Choke Point

Ferrari N.V. strengths

Capacity MoatDistribution Control

ResMed Inc. strengths

Data Workflow LockinCompliance AdvantageLong Term ContractsTraining Org Change Costs

Segment mix

Ferrari N.V. segments

Full profile >

Cars and spare parts

Oligopoly

85.8%

Sponsorship, commercial and brand

Competitive

10%

Other

Competitive

4.2%

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.