VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

ResMed Inc. vs Schneider Electric SE

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)$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

Schneider Electric SE

SU.PA · Euronext Paris

Market cap (USD)$133.8B
Gross margin (TTM)42.5%
Operating margin (TTM)16.9%
Net margin (TTM)10.8%
SectorIndustrials
IndustryIndustrial - Machinery
CountryFR
Data as of2025-12-31
Moat score
72/ 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 Schneider Electric SE's moat claims, evidence, and risks.

View SU.PA analysis

Comparison highlights

  • Moat score gap: ResMed Inc. leads (76 / 100 vs 72 / 100 for Schneider Electric SE).
  • Segment focus: ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health); Schneider Electric SE has 2 segments (81.6% in Energy Management).
  • Moat breadth: ResMed Inc. has 7 moat types across 2 domains; Schneider Electric SE has 5 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%

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

81.6%

Side-by-side metrics

ResMed Inc.
Schneider Electric SE
Ticker / Exchange
RMD - New York Stock Exchange
SU.PA - Euronext Paris
Market cap (USD)
$36B
$133.8B
Gross margin (TTM)
60.1%
42.5%
Operating margin (TTM)
33.2%
16.9%
Net margin (TTM)
27.4%
10.8%
Sector
Healthcare
Industrials
Industry
Medical - Instruments & Supplies
Industrial - Machinery
HQ country
US
FR
Primary segment
Sleep and Breathing Health
Energy Management
Market structure
Oligopoly
Oligopoly
Market share
58%-66% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
72 / 100
Moat domains
Demand, Legal
Network, Supply, Demand
Last update
2026-01-04
2025-12-31

Moat coverage

Shared moat types

Installed Base ConsumablesData Workflow Lockin

ResMed Inc. strengths

Brand TrustCompliance AdvantageIP Choke PointLong Term ContractsTraining Org Change Costs

Schneider Electric SE strengths

Ecosystem ComplementsDistribution ControlService Field Network

Segment mix

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

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.