VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Oriental Land Co., Ltd. vs EssilorLuxottica

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

Oriental Land Co., Ltd.

4661 · Tokyo Stock Exchange

Market cap (USD)$4.4T
Gross margin (TTM)40.1%
Operating margin (TTM)25.3%
Net margin (TTM)18.2%
SectorConsumer
IndustryLeisure
CountryJP
Data as of2025-12-30
Moat score
95/ 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 Oriental Land Co., Ltd.'s moat claims, evidence, and risks.

View 4661 analysis

EssilorLuxottica

EL · Euronext Paris

Market cap (USD)$110.3B
Gross margin (TTM)61.5%
Operating margin (TTM)12.4%
Net margin (TTM)8.5%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryFR
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 EssilorLuxottica's moat claims, evidence, and risks.

View EL analysis

Comparison highlights

  • Moat score gap: Oriental Land Co., Ltd. leads (95 / 100 vs 69 / 100 for EssilorLuxottica).
  • Segment focus: Oriental Land Co., Ltd. has 3 segments (81.3% in Theme Park Segment); EssilorLuxottica has 2 segments (52.7% in Direct to Consumer).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Oriental Land Co., Ltd. has 5 moat types across 4 domains; EssilorLuxottica has 5 across 3.

Primary market context

Oriental Land Co., Ltd.

Theme Park Segment

Market

Large-scale destination theme parks in Japan (Tokyo Disney Resort parks: Tokyo Disneyland and Tokyo DisneySea)

Geography

Japan (with inbound tourism)

Customer

Consumers (domestic residents and inbound tourists), plus group/agency channels

Role

Owner/operator of theme parks under licensed IP

Revenue share

81.3%

EssilorLuxottica

Direct to Consumer

Market

Optical retail and e-commerce (prescription eyewear and sunglasses)

Geography

Global

Customer

Consumers (end-users)

Role

Omnichannel retailer + vertically integrated manufacturer/brand owner

Revenue share

52.7%

Side-by-side metrics

Oriental Land Co., Ltd.
EssilorLuxottica
Ticker / Exchange
4661 - Tokyo Stock Exchange
EL - Euronext Paris
Market cap (USD)
$4.4T
$110.3B
Gross margin (TTM)
40.1%
61.5%
Operating margin (TTM)
25.3%
12.4%
Net margin (TTM)
18.2%
8.5%
Sector
Consumer
Healthcare
Industry
Leisure
Medical - Instruments & Supplies
HQ country
JP
FR
Primary segment
Theme Park Segment
Direct to Consumer
Market structure
Duopoly
Competitive
Market share
62%-65% (implied)
n/a
HHI estimate
5,349
n/a
Pricing power
Strong
Moderate
Moat score
95 / 100
69 / 100
Moat domains
Legal, Demand, Supply, Network
Legal, Supply, Demand
Last update
2025-12-30
2026-01-11

Moat coverage

Shared moat types

Brand TrustDistribution Control

Oriental Land Co., Ltd. strengths

Content Rights CurrencyCapex Knowhow ScaleEcosystem Complements

EssilorLuxottica strengths

IP Choke PointScale Economies Unit CostContractual Exclusivity

Segment mix

Oriental Land Co., Ltd. segments

Full profile >

Theme Park Segment

Duopoly

81.3%

Hotel Business Segment

Oligopoly

16.2%

Other Business Segment

Competitive

2.5%

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

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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.