VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

SAP SE vs Stryker Corporation

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

SAP SE

SAP · XETRA

Market cap (USD)$285.7B
SectorTechnology
CountryDE
Data as of2025-12-30
Moat score
65/ 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 SAP SE's moat claims, evidence, and risks.

View SAP analysis

Stryker Corporation

SYK · New York Stock Exchange

Market cap (USD)$141.3B
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
71/ 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 Stryker Corporation's moat claims, evidence, and risks.

View SYK analysis

Comparison highlights

  • Moat score gap: Stryker Corporation leads (71 / 100 vs 65 / 100 for SAP SE).
  • Segment focus: SAP SE has 2 segments (87.3% in Cloud and Software); Stryker Corporation has 2 segments (59.8% in MedSurg and Neurotechnology).
  • Moat breadth: SAP SE has 6 moat types across 3 domains; Stryker Corporation has 5 across 3.

Primary market context

SAP SE

Cloud and Software

Market

Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services

Geography

Global

Customer

Large enterprises and upper mid-market

Role

Software vendor (SaaS + on-prem support + platform)

Revenue share

87.3%

Stryker Corporation

MedSurg and Neurotechnology

Market

Hospital medical devices: surgical equipment and navigation, endoscopy and visualization, patient handling and emergency care, neurosurgical and neurovascular devices

Geography

Global

Customer

Hospitals and ambulatory surgery centers; clinicians

Role

Medical device OEM + distributor/service provider

Revenue share

59.8%

Side-by-side metrics

SAP SE
Stryker Corporation
Ticker / Exchange
SAP - XETRA
SYK - New York Stock Exchange
Market cap (USD)
$285.7B
$141.3B
Sector
Technology
Healthcare
HQ country
DE
US
Primary segment
Cloud and Software
MedSurg and Neurotechnology
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
71 / 100
Moat domains
Demand, Network, Legal
Supply, Demand, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Compliance AdvantageBrand Trust

SAP SE strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsLong Term Contracts

Stryker Corporation strengths

Service Field NetworkIP Choke PointTraining Org Change Costs

Segment mix

SAP SE segments

Full profile >

Cloud and Software

Oligopoly

87.3%

Services

Competitive

12.7%

Stryker Corporation segments

Full profile >

MedSurg and Neurotechnology

Oligopoly

59.8%

Orthopaedics

Oligopoly

40.2%

Want the full wide moat stocks list?

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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.