VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

ResMed Inc. vs Straumann Holding AG

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

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$37B
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

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: ResMed Inc. leads (76 / 100 vs 68 / 100 for Straumann Holding AG).
  • Segment focus: ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health); Straumann Holding AG has 3 segments.
  • Moat breadth: ResMed Inc. has 7 moat types across 2 domains; Straumann Holding AG has 7 across 3.

Primary market context

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%

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

ResMed Inc.
Straumann Holding AG
Ticker / Exchange
RMD - New York Stock Exchange
STMN - SIX Swiss Exchange
Market cap (USD)
$37B
n/a
Gross margin (TTM)
60.1%
n/a
Operating margin (TTM)
33.2%
n/a
Net margin (TTM)
27.4%
n/a
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
n/a
HQ country
US
CH
Primary segment
Sleep and Breathing Health
Implantology (Tooth Replacement & Restoration)
Market structure
Oligopoly
Oligopoly
Market share
58%-66% (estimated)
34%-36% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
68 / 100
Moat domains
Demand, Legal
Demand, Supply, Network
Last update
2026-01-04
2026-01-10

Moat coverage

Shared moat types

Data Workflow LockinBrand TrustTraining Org Change Costs

ResMed Inc. strengths

Installed Base ConsumablesCompliance AdvantageIP Choke PointLong Term Contracts

Straumann Holding AG strengths

Service Field NetworkScale Economies Unit CostInteroperability HubEcosystem Complements

Segment mix

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

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.

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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.