VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Roper Technologies, Inc. vs Zimmer Biomet Holdings, Inc.

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

Roper Technologies, Inc.

ROP · The Nasdaq Stock Market LLC

Market cap (USD)$48.5B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
67/ 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 Roper Technologies, Inc.'s moat claims, evidence, and risks.

View ROP analysis

Zimmer Biomet Holdings, Inc.

ZBH · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-23
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 Zimmer Biomet Holdings, Inc.'s moat claims, evidence, and risks.

View ZBH analysis

Comparison highlights

  • Moat score gap: Zimmer Biomet Holdings, Inc. leads (72 / 100 vs 67 / 100 for Roper Technologies, Inc.).
  • Segment focus: Roper Technologies, Inc. has 3 segments (55% in Application Software); Zimmer Biomet Holdings, Inc. has 4 segments (41.3% in Knees).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Roper Technologies, Inc. has 7 moat types across 4 domains; Zimmer Biomet Holdings, Inc. has 7 across 5.

Primary market context

Roper Technologies, Inc.

Application Software

Market

Vertical application software for niche end markets

Geography

Global

Customer

Businesses, institutions, and public-sector organizations

Role

Software vendor (SaaS, subscriptions, and related services)

Revenue share

55%

Zimmer Biomet Holdings, Inc.

Knees

Market

Knee reconstruction implants (primary, partial, revision) plus associated instruments and orthopedic robotics/navigation

Geography

Global

Customer

Hospitals and ambulatory surgery centers

Role

OEM manufacturer

Revenue share

41.3%

Side-by-side metrics

Roper Technologies, Inc.
Zimmer Biomet Holdings, Inc.
Ticker / Exchange
ROP - The Nasdaq Stock Market LLC
ZBH - New York Stock Exchange
Market cap (USD)
$48.5B
n/a
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Application Software
Knees
Market structure
Oligopoly
Oligopoly
Market share
n/a
30.1% (reported)
HHI estimate
n/a
2,265
Pricing power
Strong
Moderate
Moat score
67 / 100
72 / 100
Moat domains
Demand, Legal, Financial, Network
Demand, Supply, Legal, Financial, Network
Last update
2025-12-30
2025-12-23

Moat coverage

Shared moat types

Data Workflow LockinDesign In Qualification

Roper Technologies, Inc. strengths

Compliance AdvantageNegative Working CapitalTwo Sided NetworkData Network EffectsSwitching Costs General

Zimmer Biomet Holdings, Inc. strengths

Service Field NetworkRegulated Standards PipeBenchmark Pricing PowerScope EconomiesEcosystem Complements

Segment mix

Roper Technologies, Inc. segments

Full profile >

Application Software

Oligopoly

55%

Network Software

Oligopoly

21%

Technology Enabled Products

Competitive

24.1%

Zimmer Biomet Holdings, Inc. segments

Full profile >

Knees

Oligopoly

41.3%

Hips

Oligopoly

26%

S.E.T. (Sports Medicine, Extremities, Trauma, CMFT)

Competitive

24.3%

Technology & Data, Bone Cement and Surgical

Oligopoly

8.3%

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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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.