VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

WiseTech Global Limited vs Zimmer Biomet Holdings, Inc.

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

WiseTech Global Limited

WTC · ASX

Market cap (USD)$15.4B
SectorTechnology
CountryAU
Data as of2025-12-29
Moat score
86/ 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 WiseTech Global Limited's moat claims, evidence, and risks.

View WTC analysis

Zimmer Biomet Holdings, Inc.

ZBH · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-23
Moat score
72/ 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 Zimmer Biomet Holdings, Inc.'s moat claims, evidence, and risks.

View ZBH analysis

Comparison highlights

  • Moat score gap: WiseTech Global Limited leads (86 / 100 vs 72 / 100 for Zimmer Biomet Holdings, Inc.).
  • Segment focus: WiseTech Global Limited has 3 segments (87.6% in CargoWise); Zimmer Biomet Holdings, Inc. has 4 segments (41.3% in Knees).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: WiseTech Global Limited has 6 moat types across 2 domains; Zimmer Biomet Holdings, Inc. has 7 across 5.

Primary market context

WiseTech Global Limited

CargoWise

Market

Enterprise logistics execution software for freight forwarders, customs brokers and 3PLs (CargoWise platform)

Geography

Global

Customer

Logistics service providers (freight forwarders, customs brokers, 3PLs)

Role

SaaS software platform vendor

Revenue share

87.6%

Zimmer Biomet Holdings, Inc.

Knees

Market

Knee reconstruction implants (primary, partial, revision) plus associated instruments and orthopedic robotics/navigation

Geography

Global

Customer

Hospitals and ambulatory surgery centers

Role

OEM manufacturer

Revenue share

41.3%

Side-by-side metrics

WiseTech Global Limited
Zimmer Biomet Holdings, Inc.
Ticker / Exchange
WTC - ASX
ZBH - New York Stock Exchange
Market cap (USD)
$15.4B
n/a
Sector
Technology
Healthcare
HQ country
AU
US
Primary segment
CargoWise
Knees
Market structure
Oligopoly
Oligopoly
Market share
96% (reported)
30.1% (reported)
HHI estimate
n/a
2,265
Pricing power
Strong
Moderate
Moat score
86 / 100
72 / 100
Moat domains
Demand, Network
Demand, Supply, Legal, Financial, Network
Last update
2025-12-29
2025-12-23

Moat coverage

Shared moat types

Data Workflow LockinEcosystem Complements

WiseTech Global Limited strengths

Suite BundlingLegacy installed-base tailTwo Sided NetworkData Network Effects

Zimmer Biomet Holdings, Inc. strengths

Design In QualificationService Field NetworkRegulated Standards PipeBenchmark Pricing PowerScope Economies

Segment mix

WiseTech Global Limited segments

Full profile >

CargoWise

Oligopoly

87.6%

Non-CargoWise acquired platforms (legacy)

Competitive

12.4%

e2open (multi-enterprise supply chain applications & network; acquired)

Oligopoly

n/a

Zimmer Biomet Holdings, Inc. segments

Full profile >

Knees

Oligopoly

41.3%

Hips

Oligopoly

26%

S.E.T. (Sports Medicine, Extremities, Trauma, CMFT)

Competitive

24.3%

Technology & Data, Bone Cement and Surgical

Oligopoly

8.3%

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.