VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

ResMed Inc. vs Wolters Kluwer N.V.

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

Wolters Kluwer N.V.

WKL · Euronext Amsterdam

Market cap (USD)$21.1B
Gross margin (TTM)66.5%
Operating margin (TTM)24.8%
Net margin (TTM)18.3%
SectorIndustrials
IndustrySpecialty Business Services
CountryNL
Data as of2025-12-29
Moat score
73/ 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 Wolters Kluwer N.V.'s moat claims, evidence, and risks.

View WKL analysis

Comparison highlights

  • Moat score gap: ResMed Inc. leads (76 / 100 vs 73 / 100 for Wolters Kluwer N.V.).
  • Segment focus: ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health); Wolters Kluwer N.V. has 5 segments (26.8% in Health).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: ResMed Inc. has 7 moat types across 2 domains; Wolters Kluwer N.V. has 6 across 2.

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%

Wolters Kluwer N.V.

Health

Market

Clinical decision support and clinical drug information solutions (point-of-care) for healthcare providers

Geography

Global

Customer

Hospitals/health systems, clinicians, payers, and academic institutions

Role

Software + expert content provider

Revenue share

26.8%

Side-by-side metrics

ResMed Inc.
Wolters Kluwer N.V.
Ticker / Exchange
RMD - New York Stock Exchange
WKL - Euronext Amsterdam
Market cap (USD)
$36B
$21.1B
Gross margin (TTM)
60.1%
66.5%
Operating margin (TTM)
33.2%
24.8%
Net margin (TTM)
27.4%
18.3%
Sector
Healthcare
Industrials
Industry
Medical - Instruments & Supplies
Specialty Business Services
HQ country
US
NL
Primary segment
Sleep and Breathing Health
Health
Market structure
Oligopoly
Oligopoly
Market share
58%-66% (estimated)
85%-90% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
76 / 100
73 / 100
Moat domains
Demand, Legal
Demand, Legal
Last update
2026-01-04
2025-12-29

Moat coverage

Shared moat types

Data Workflow LockinBrand TrustCompliance AdvantageLong Term Contracts

ResMed Inc. strengths

Installed Base ConsumablesIP Choke PointTraining Org Change Costs

Wolters Kluwer N.V. strengths

Suite BundlingSwitching Costs General

Segment mix

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

Wolters Kluwer N.V. segments

Full profile >

Health

Oligopoly

26.8%

Tax & Accounting

Oligopoly

26.4%

Financial & Corporate Compliance

Oligopoly

20.8%

Legal & Regulatory

Oligopoly

16%

Corporate Performance & ESG

Competitive

10.1%

Want the full wide moat stocks list?

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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.