VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

ResMed Inc. vs Yum China Holdings, 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

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)$16.9B
Gross margin (TTM)17.2%
Operating margin (TTM)11.2%
Net margin (TTM)7.8%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-28
Moat score
75/ 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 Yum China Holdings, Inc.'s moat claims, evidence, and risks.

View YUMC analysis

Comparison highlights

  • Moat score gap: ResMed Inc. leads (76 / 100 vs 75 / 100 for Yum China Holdings, Inc.).
  • Segment focus: ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health); Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
  • Moat breadth: ResMed Inc. has 7 moat types across 2 domains; Yum China Holdings, Inc. 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%

Yum China Holdings, Inc.

KFC

Market

Quick-service restaurants (QSR), chicken-focused, in China

Geography

China

Customer

Consumers (end-users) via dine-in, takeaway and delivery

Role

Brand owner/operator (company-owned + franchised restaurants)

Revenue share

75.3%

Side-by-side metrics

ResMed Inc.
Yum China Holdings, Inc.
Ticker / Exchange
RMD - New York Stock Exchange
YUMC - New York Stock Exchange
Market cap (USD)
$36B
$16.9B
Gross margin (TTM)
60.1%
17.2%
Operating margin (TTM)
33.2%
11.2%
Net margin (TTM)
27.4%
7.8%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Restaurants
HQ country
US
US
Primary segment
Sleep and Breathing Health
KFC
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
75 / 100
Moat domains
Demand, Legal
Legal, Demand, Supply
Last update
2026-01-04
2025-12-28

Moat coverage

Shared moat types

Brand Trust

ResMed Inc. strengths

Installed Base ConsumablesData Workflow LockinCompliance AdvantageIP Choke PointLong Term ContractsTraining Org Change Costs

Yum China Holdings, Inc. strengths

Contractual ExclusivityPhysical Network DensitySupply Chain ControlHabit DefaultOperational ExcellenceScope Economies

Segment mix

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

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.