VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

ResMed Inc. vs Temenos 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)$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

Temenos AG

TEMN · SIX Swiss Exchange

Market cap (USD)$5.6B
Gross margin (TTM)68%
Operating margin (TTM)24.5%
Net margin (TTM)29.4%
SectorTechnology
IndustrySoftware - Application
CountryCH
Data as of2025-12-28
Moat score
64/ 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 Temenos AG's moat claims, evidence, and risks.

View TEMN analysis

Comparison highlights

  • Moat score gap: ResMed Inc. leads (76 / 100 vs 64 / 100 for Temenos AG).
  • Segment focus: ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health); Temenos AG has 2 segments (87.6% in Product).
  • Moat breadth: ResMed Inc. has 7 moat types across 2 domains; Temenos AG has 6 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%

Temenos AG

Product

Market

Banking software platforms (core banking, digital banking, payments, wealth, financial crime, analytics) for banks and financial institutions

Geography

Global

Customer

Banks and financial institutions

Role

Independent software vendor / platform provider

Revenue share

87.6%

Side-by-side metrics

ResMed Inc.
Temenos AG
Ticker / Exchange
RMD - New York Stock Exchange
TEMN - SIX Swiss Exchange
Market cap (USD)
$36B
$5.6B
Gross margin (TTM)
60.1%
68%
Operating margin (TTM)
33.2%
24.5%
Net margin (TTM)
27.4%
29.4%
Sector
Healthcare
Technology
Industry
Medical - Instruments & Supplies
Software - Application
HQ country
US
CH
Primary segment
Sleep and Breathing Health
Product
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
64 / 100
Moat domains
Demand, Legal
Demand, Network, Supply
Last update
2026-01-04
2025-12-28

Moat coverage

Shared moat types

Brand TrustLong Term ContractsTraining Org Change Costs

ResMed Inc. strengths

Installed Base ConsumablesData Workflow LockinCompliance AdvantageIP Choke Point

Temenos AG strengths

Ecosystem ComplementsSuite BundlingOperational Excellence

Segment mix

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

Temenos AG segments

Full profile >

Product

Oligopoly

87.6%

Services

Competitive

12.4%

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.