VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Wide Moat StocksExpansion-Stage Stocks Home My Collections

Stock Comparison

ResMed Inc. vs United Parcel Service, Inc.

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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
Gross margin (TTM)18.1%
Operating margin (TTM)9.3%
Net margin (TTM)6.2%
SectorIndustrials
IndustryIntegrated Freight & Logistics
CountryUS
Data as of2025-12-22
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 United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

Comparison highlights

  • Moat score gap: ResMed Inc. leads (76 / 100 vs 72 / 100 for United Parcel Service, Inc.).
  • Segment focus: ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health); United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package).
  • Moat breadth: ResMed Inc. has 7 moat types across 2 domains; United Parcel Service, Inc. has 8 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%

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

Side-by-side metrics

ResMed Inc.
United Parcel Service, Inc.
Ticker / Exchange
RMD - New York Stock Exchange
UPS - New York Stock Exchange
Market cap (USD)
$36B
$86.5B
Gross margin (TTM)
60.1%
18.1%
Operating margin (TTM)
33.2%
9.3%
Net margin (TTM)
27.4%
6.2%
Sector
Healthcare
Industrials
Industry
Medical - Instruments & Supplies
Integrated Freight & Logistics
HQ country
US
US
Primary segment
Sleep and Breathing Health
U.S. Domestic Package
Market structure
Oligopoly
Oligopoly
Market share
58%-66% (estimated)
34.3% (reported)
HHI estimate
n/a
2,639
Pricing power
Moderate
Moderate
Moat score
76 / 100
72 / 100
Moat domains
Demand, Legal
Supply, Financial, Demand
Last update
2026-01-04
2025-12-22

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

ResMed Inc. strengths

Installed Base ConsumablesCompliance AdvantageIP Choke PointLong Term ContractsTraining Org Change Costs

United Parcel Service, Inc. strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerService Field NetworkOperational ExcellenceScope Economies

Segment mix

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

Want the full wide moat stocks list?

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

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.