VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Sony Group Corporation vs EssilorLuxottica

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

Sony Group Corporation

6758 · Tokyo Stock Exchange

Market cap (USD)$19.9T
Gross margin (TTM)30.9%
Operating margin (TTM)12%
Net margin (TTM)-1.8%
SectorConsumer
IndustryConsumer Electronics
CountryJP
Data as of2025-12-29
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 Sony Group Corporation's moat claims, evidence, and risks.

View 6758 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: Sony Group Corporation leads (75 / 100 vs 69 / 100 for EssilorLuxottica).
  • Segment focus: Sony Group Corporation has 5 segments (37.8% in Game & Network Services); EssilorLuxottica has 2 segments (52.7% in Direct to Consumer).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Sony Group Corporation has 8 moat types across 4 domains; EssilorLuxottica has 5 across 3.

Primary market context

Sony Group Corporation

Game & Network Services

Market

Console gaming platforms and associated network services

Geography

Global

Customer

Consumers (players) and game developers/publishers

Role

Platform owner + publisher + hardware OEM

Revenue share

37.8%

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

Sony Group Corporation
EssilorLuxottica
Ticker / Exchange
6758 - Tokyo Stock Exchange
EL - Euronext Paris
Market cap (USD)
$19.9T
$110.3B
Gross margin (TTM)
30.9%
61.5%
Operating margin (TTM)
12%
12.4%
Net margin (TTM)
-1.8%
8.5%
Sector
Consumer
Healthcare
Industry
Consumer Electronics
Medical - Instruments & Supplies
HQ country
JP
FR
Primary segment
Game & Network Services
Direct to Consumer
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
69 / 100
Moat domains
Network, Legal, Demand, Supply
Legal, Supply, Demand
Last update
2025-12-29
2026-01-11

Moat coverage

Shared moat types

Distribution ControlBrand Trust

Sony Group Corporation strengths

Two Sided NetworkEcosystem ComplementsContent Rights CurrencyReputation ReviewsCapex Knowhow ScaleLearning Curve Yield

EssilorLuxottica strengths

IP Choke PointScale Economies Unit CostContractual Exclusivity

Segment mix

Sony Group Corporation segments

Full profile >

Game & Network Services

Oligopoly

37.8%

Music

Oligopoly

15.1%

Pictures

Oligopoly

12.5%

Entertainment, Technology & Services

Competitive

19.6%

Imaging & Sensing Solutions

Quasi-Monopoly

14.2%

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

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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.