VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Sanofi vs Straumann Holding AG

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

Sanofi

SAN · Euronext Paris

Market cap (USD)$102.9B
Gross margin (TTM)72%
Operating margin (TTM)18.7%
Net margin (TTM)20.2%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryFR
Data as of2025-12-30
Moat score
74/ 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 Sanofi's moat claims, evidence, and risks.

View SAN 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 gap: Sanofi leads (74 / 100 vs 68 / 100 for Straumann Holding AG).
  • Segment focus: Sanofi has 3 segments (79.8% in Pharma (Prescription Medicines)); Straumann Holding AG has 3 segments.
  • Moat breadth: Sanofi has 5 moat types across 3 domains; Straumann Holding AG has 7 across 3.

Primary market context

Sanofi

Pharma (Prescription Medicines)

Market

Branded prescription pharmaceuticals (immunology, rare disease, neurology, oncology, general medicines)

Geography

Global

Customer

Patients via payers/providers and channel partners (wholesalers, pharmacies, hospitals)

Role

Research-based drug developer, manufacturer, and marketer

Revenue share

79.8%

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

Sanofi
Straumann Holding AG
Ticker / Exchange
SAN - Euronext Paris
STMN - SIX Swiss Exchange
Market cap (USD)
$102.9B
n/a
Gross margin (TTM)
72%
n/a
Operating margin (TTM)
18.7%
n/a
Net margin (TTM)
20.2%
n/a
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
n/a
HQ country
FR
CH
Primary segment
Pharma (Prescription Medicines)
Implantology (Tooth Replacement & Restoration)
Market structure
Oligopoly
Oligopoly
Market share
n/a
34%-36% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
68 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Network
Last update
2025-12-30
2026-01-10

Moat coverage

Shared moat types

Brand Trust

Sanofi strengths

Regulated Standards PipeIP Choke PointLearning Curve YieldDistribution Control

Straumann Holding AG strengths

Training Org Change CostsService Field NetworkData Workflow LockinScale Economies Unit CostInteroperability HubEcosystem Complements

Segment mix

Sanofi segments

Full profile >

Pharma (Prescription Medicines)

Oligopoly

79.8%

Vaccines

Oligopoly

20.2%

Opella (Consumer Healthcare - Sanofi minority stake)

Competitive

n/a

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?

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.