VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

RELX PLC vs ResMed Inc.

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

RELX PLC

REL · London Stock Exchange

Market cap (USD)$55.8B
Gross margin (TTM)64%
Operating margin (TTM)30.7%
Net margin (TTM)20.3%
SectorIndustrials
IndustryPublishing
CountryGB
Data as of2025-12-30
Moat score
78/ 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 RELX PLC's moat claims, evidence, and risks.

View REL 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: RELX PLC leads (78 / 100 vs 76 / 100 for ResMed Inc.).
  • Segment focus: RELX PLC has 4 segments (34.4% in Risk); 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: RELX PLC has 8 moat types across 3 domains; ResMed Inc. has 7 across 2.

Primary market context

RELX PLC

Risk

Market

Risk analytics & decisioning platforms (fraud/identity, financial crime compliance, insurance underwriting/claims, industry data)

Geography

Global (largest in North America)

Customer

Enterprises (banks, insurers, digital commerce), governments, and other regulated industries

Role

Data/analytics provider and workflow platform

Revenue share

34.4%

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

RELX PLC
ResMed Inc.
Ticker / Exchange
REL - London Stock Exchange
RMD - New York Stock Exchange
Market cap (USD)
$55.8B
$36B
Gross margin (TTM)
64%
60.1%
Operating margin (TTM)
30.7%
33.2%
Net margin (TTM)
20.3%
27.4%
Sector
Industrials
Healthcare
Industry
Publishing
Medical - Instruments & Supplies
HQ country
GB
US
Primary segment
Risk
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
n/a
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
78 / 100
76 / 100
Moat domains
Network, Demand, Legal
Demand, Legal
Last update
2025-12-30
2026-01-04

Moat coverage

Shared moat types

Data Workflow LockinCompliance AdvantageBrand Trust

RELX PLC strengths

Data Network EffectsContent Rights CurrencySuite BundlingTwo Sided NetworkReputation Reviews

ResMed Inc. strengths

Installed Base ConsumablesIP Choke PointLong Term ContractsTraining Org Change Costs

Segment mix

RELX PLC segments

Full profile >

Risk

Oligopoly

34.4%

Scientific, Technical & Medical

Oligopoly

32.3%

Legal

Oligopoly

20.1%

Exhibitions

Competitive

13.1%

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?

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

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Looking for expansion-stage stocks?

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.