VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Stevanato Group S.p.A. vs Temenos AG

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

Stevanato Group S.p.A.

STVN · New York Stock Exchange

Market cap (USD)$5.7B
Gross margin (TTM)28.6%
Operating margin (TTM)16.7%
Net margin (TTM)12%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryIT
Data as of2026-01-05
Moat score
59/ 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 Stevanato Group S.p.A.'s moat claims, evidence, and risks.

View STVN analysis

Temenos AG

TEMN · SIX Swiss Exchange

Market cap (USD)$5.6B
Gross margin (TTM)68%
Operating margin (TTM)24.5%
Net margin (TTM)29.4%
SectorTechnology
IndustrySoftware - Application
CountryCH
Data as of2025-12-28
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 Temenos AG's moat claims, evidence, and risks.

View TEMN analysis

Comparison highlights

  • Moat score gap: Temenos AG leads (64 / 100 vs 59 / 100 for Stevanato Group S.p.A.).
  • Segment focus: Stevanato Group S.p.A. has 3 segments (46.3% in Other Containment and Delivery Solutions); Temenos AG has 2 segments (87.6% in Product).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Stevanato Group S.p.A. has 8 moat types across 3 domains; Temenos AG has 6 across 3.

Primary market context

Stevanato Group S.p.A.

Other Containment and Delivery Solutions

Market

Standard primary packaging and related services for injectable drugs and diagnostics

Geography

Global

Customer

Pharmaceutical, biotechnology, diagnostics and life sciences companies; fill-finish CMOs

Role

Primary packaging/component manufacturer and contract manufacturing partner

Revenue share

46.3%

Temenos AG

Product

Market

Banking software platforms (core banking, digital banking, payments, wealth, financial crime, analytics) for banks and financial institutions

Geography

Global

Customer

Banks and financial institutions

Role

Independent software vendor / platform provider

Revenue share

87.6%

Side-by-side metrics

Stevanato Group S.p.A.
Temenos AG
Ticker / Exchange
STVN - New York Stock Exchange
TEMN - SIX Swiss Exchange
Market cap (USD)
$5.7B
$5.6B
Gross margin (TTM)
28.6%
68%
Operating margin (TTM)
16.7%
24.5%
Net margin (TTM)
12%
29.4%
Sector
Healthcare
Technology
Industry
Medical - Instruments & Supplies
Software - Application
HQ country
IT
CH
Primary segment
Other Containment and Delivery Solutions
Product
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
59 / 100
64 / 100
Moat domains
Demand, Supply, Network
Demand, Network, Supply
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

Brand TrustLong Term ContractsOperational Excellence

Stevanato Group S.p.A. strengths

Design In QualificationCapex Knowhow ScaleDe Facto StandardService Field NetworkScope Economies

Temenos AG strengths

Training Org Change CostsEcosystem ComplementsSuite Bundling

Segment mix

Stevanato Group S.p.A. segments

Full profile >

High-Value Solutions

Oligopoly

38.3%

Other Containment and Delivery Solutions

Competitive

46.3%

Engineering

Competitive

15.4%

Temenos AG segments

Full profile >

Product

Oligopoly

87.6%

Services

Competitive

12.4%

Want the full wide moat stocks list?

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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.