VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Stevanato Group S.p.A. vs TransUnion

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

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$16.9B
Gross margin (TTM)52.8%
Operating margin (TTM)18.7%
Net margin (TTM)9.5%
SectorFinancials
IndustryConsulting Services
CountryUS
Data as of2025-12-23
Moat score
61/ 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 TransUnion's moat claims, evidence, and risks.

View TRU analysis

Comparison highlights

  • Moat score gap: TransUnion leads (61 / 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); TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services).
  • 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; TransUnion has 8 across 4.

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%

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

34.2%

Side-by-side metrics

Stevanato Group S.p.A.
TransUnion
Ticker / Exchange
STVN - New York Stock Exchange
TRU - New York Stock Exchange
Market cap (USD)
$5.7B
$16.9B
Gross margin (TTM)
28.6%
52.8%
Operating margin (TTM)
16.7%
18.7%
Net margin (TTM)
12%
9.5%
Sector
Healthcare
Financials
Industry
Medical - Instruments & Supplies
Consulting Services
HQ country
IT
US
Primary segment
Other Containment and Delivery Solutions
U.S. Markets - Financial Services
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
59 / 100
61 / 100
Moat domains
Demand, Supply, Network
Network, Demand, Legal, Supply
Last update
2026-01-05
2025-12-23

Moat coverage

Shared moat types

De Facto StandardBrand TrustScope Economies

Stevanato Group S.p.A. strengths

Design In QualificationCapex Knowhow ScaleLong Term ContractsOperational ExcellenceService Field Network

TransUnion strengths

Standards RegistryData Network EffectsData Workflow LockinCompliance AdvantageHabit Default

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%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

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.