VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Roche Holding AG vs Straumann Holding AG

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Roche Holding AG

ROG · SIX Swiss Exchange

Market cap (USD)$271.4B

Gross margin (TTM)73.6%

Operating margin (TTM)29.1%

Net margin (TTM)15.4%

SectorHealthcare

IndustryDrug Manufacturers - General

CountryCH

Data as of2025-12-28

Moat score

68/ 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 Roche Holding AG's moat claims, evidence, and risks.

View ROG analysis

Straumann Holding AG

STMN · SIX Swiss Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorHealthcare

Industry—

CountryCH

Data as of2026-01-10

Moat score

68/ 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 Straumann Holding AG's moat claims, evidence, and risks.

View STMN analysis

Comparison highlights

Moat score: both at 68 / 100.
Segment focus: Roche Holding AG has 2 segments (76.3% in Pharmaceuticals); Straumann Holding AG has 3 segments.
Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
Moat breadth: Roche Holding AG has 5 moat types across 3 domains; Straumann Holding AG has 7 across 3.

Primary market context

Roche Holding AG

Pharmaceuticals

Market

Innovative (branded) prescription pharmaceuticals

Geography

Global

Customer

Healthcare providers and systems (hospitals/clinics), payers/governments, and patients

Role

Innovator pharmaceutical developer, manufacturer and marketer

Revenue share

76.3%

Straumann Holding AG

Implantology (Tooth Replacement & Restoration)

Market

Dental implantology (tooth replacement and restoration solutions)

Geography

Global

Customer

Dental professionals (implantologists, oral surgeons, general dentists) and dental labs; DSOs

Role

Medical device OEM + branded implant system provider

Side-by-side metrics

Roche Holding AG

Straumann Holding AG

Ticker / Exchange

ROG - SIX Swiss Exchange

STMN - SIX Swiss Exchange

Market cap (USD)

$271.4B

n/a

Gross margin (TTM)

73.6%

n/a

Operating margin (TTM)

29.1%

n/a

Net margin (TTM)

15.4%

n/a

Sector

Healthcare

Industry

Drug Manufacturers - General

n/a

HQ country

Primary segment

Pharmaceuticals

Implantology (Tooth Replacement & Restoration)

Market structure

Competitive

Oligopoly

Market share

n/a

34%-36% (reported)

HHI estimate

n/a

Pricing power

Moderate

Moat score

68 / 100

Moat domains

Legal, Supply, Demand

Demand, Supply, Network

Last update

2025-12-28

2026-01-10

Moat coverage

Shared moat types

Data Workflow Lockin

Roche Holding AG strengths

IP Choke PointCapex Knowhow ScaleInstalled Base ConsumablesRegulated Standards Pipe

Straumann Holding AG strengths

Brand TrustTraining Org Change CostsService Field NetworkScale Economies Unit CostInteroperability HubEcosystem Complements

Segment mix

Roche Holding AG segments

Full profile >

Pharmaceuticals

Competitive

76.3%

Diagnostics

Oligopoly

23.7%

Straumann Holding AG segments

Full profile >

Implantology (Tooth Replacement & Restoration)

Oligopoly

n/a

Orthodontics (Clear Aligner Solutions)

Oligopoly

n/a

Digital Dentistry & Prosthetics Workflow

Competitive

n/a

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.