VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Sika AG vs Thermo Fisher Scientific Inc.

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

Sika AG

SIKA · SIX Swiss Exchange

Market cap (USD)$33B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
Industry
CountryCH
Data as of2026-01-11
Moat score
69/ 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 Sika AG's moat claims, evidence, and risks.

View SIKA analysis

Thermo Fisher Scientific Inc.

TMO · New York Stock Exchange

Market cap (USD)$234.6B
Gross margin (TTM)39.8%
Operating margin (TTM)18.2%
Net margin (TTM)15%
SectorHealthcare
IndustryMedical - Diagnostics & Research
CountryUS
Data as of2025-12-22
Moat score
64/ 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 Thermo Fisher Scientific Inc.'s moat claims, evidence, and risks.

View TMO analysis

Comparison highlights

  • Moat score gap: Sika AG leads (69 / 100 vs 64 / 100 for Thermo Fisher Scientific Inc.).
  • Segment focus: Sika AG has 2 segments (85.5% in Construction); Thermo Fisher Scientific Inc. has 4 segments (53.6% in Laboratory Products and Biopharma Services).
  • Moat breadth: Sika AG has 6 moat types across 3 domains; Thermo Fisher Scientific Inc. has 8 across 3.

Primary market context

Sika AG

Construction

Market

Construction chemicals and building finishing systems (concrete admixtures, waterproofing, roofing, flooring, repair, sealants/adhesives)

Geography

Global

Customer

B2B: contractors, installers, distributors/building-material channels, ready-mix and concrete producers, asset owners

Role

Specialty chemicals manufacturer + system provider (specification + application support)

Revenue share

85.5%

Thermo Fisher Scientific Inc.

Laboratory Products and Biopharma Services

Market

Laboratory supplies distribution/market channel plus outsourced biopharma services (CDMO/CRO)

Geography

Global

Customer

Pharma & biotech; academic/government labs; industrial and clinical laboratories

Role

Distributor/market channel and outsourced services provider

Revenue share

53.6%

Side-by-side metrics

Sika AG
Thermo Fisher Scientific Inc.
Ticker / Exchange
SIKA - SIX Swiss Exchange
TMO - New York Stock Exchange
Market cap (USD)
$33B
$234.6B
Gross margin (TTM)
n/a
39.8%
Operating margin (TTM)
n/a
18.2%
Net margin (TTM)
n/a
15%
Sector
Materials
Healthcare
Industry
n/a
Medical - Diagnostics & Research
HQ country
CH
US
Primary segment
Construction
Laboratory Products and Biopharma Services
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
64 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2026-01-11
2025-12-22

Moat coverage

Shared moat types

Brand TrustService Field Network

Sika AG strengths

Physical Network DensityCompliance AdvantageCapex Knowhow ScaleDesign In Qualification

Thermo Fisher Scientific Inc. strengths

Installed Base ConsumablesFormat Lock InRegulated Standards PipeDistribution ControlProcurement InertiaCapacity Moat

Segment mix

Sika AG segments

Full profile >

Construction

Competitive

85.5%

Automotive & Industry

Oligopoly

14.5%

Thermo Fisher Scientific Inc. segments

Full profile >

Life Sciences Solutions

Oligopoly

19%

Analytical Instruments

Oligopoly

17%

Specialty Diagnostics

Oligopoly

10.4%

Laboratory Products and Biopharma Services

Competitive

53.6%

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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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.