VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Thermo Fisher Scientific Inc. vs Tesla, Inc.

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

Thermo Fisher Scientific Inc.

TMO · New York Stock Exchange

Market cap (USD)$231.6B
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

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

Comparison highlights

  • Moat score gap: Tesla, Inc. leads (75 / 100 vs 64 / 100 for Thermo Fisher Scientific Inc.).
  • Segment focus: Thermo Fisher Scientific Inc. has 4 segments (53.6% in Laboratory Products and Biopharma Services); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Moat breadth: Thermo Fisher Scientific Inc. has 8 moat types across 3 domains; Tesla, Inc. has 9 across 3.

Primary market context

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%

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

Side-by-side metrics

Thermo Fisher Scientific Inc.
Tesla, Inc.
Ticker / Exchange
TMO - New York Stock Exchange
TSLA - NASDAQ
Market cap (USD)
$231.6B
$1.5T
Gross margin (TTM)
39.8%
17%
Operating margin (TTM)
18.2%
4.7%
Net margin (TTM)
15%
5.5%
Sector
Healthcare
Consumer
Industry
Medical - Diagnostics & Research
Auto - Manufacturers
HQ country
US
US
Primary segment
Laboratory Products and Biopharma Services
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Competitive
Competitive
Market share
n/a
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
75 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Demand
Last update
2025-12-22
2026-01-05

Moat coverage

Shared moat types

Brand TrustService Field Network

Thermo Fisher Scientific Inc. strengths

Installed Base ConsumablesFormat Lock InRegulated Standards PipeDistribution ControlProcurement InertiaCapacity Moat

Tesla, Inc. strengths

Data Network EffectsCapex Knowhow ScalePhysical Network DensitySwitching Costs GeneralScope EconomiesData Workflow LockinScale Economies Unit Cost

Segment mix

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%

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

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.