VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

JD.com, Inc. vs O'Reilly Automotive, Inc.

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

JD.com, Inc.

9618.HK · Hong Kong Stock Exchange

Market cap (USD)$27.4B
SectorConsumer
CountryKY
Data as of2025-12-28
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 JD.com, Inc.'s moat claims, evidence, and risks.

View 9618.HK analysis

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
63/ 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 O'Reilly Automotive, Inc.'s moat claims, evidence, and risks.

View ORLY analysis

Comparison highlights

  • Moat score gap: JD.com, Inc. leads (64 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: JD.com, Inc. has 3 segments (87.7% in JD Retail); O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: JD.com, Inc. has 7 moat types across 3 domains; O'Reilly Automotive, Inc. has 7 across 2.

Primary market context

JD.com, Inc.

JD Retail

Market

China e-commerce retail and marketplace (B2C) plus merchant marketing services

Geography

China

Customer

Consumers (end-users) and merchants/brands (sellers/advertisers)

Role

Retailer + marketplace operator

Revenue share

87.7%

O'Reilly Automotive, Inc.

DIY Aftermarket Retail

Market

Specialty automotive aftermarket parts retail (DIY channel)

Geography

United States, Puerto Rico, Mexico, Canada

Customer

Consumers (do-it-yourself vehicle owners)

Role

Specialty retailer

Revenue share

52%

Side-by-side metrics

JD.com, Inc.
O'Reilly Automotive, Inc.
Ticker / Exchange
9618.HK - Hong Kong Stock Exchange
ORLY - Nasdaq Global Select Market
Market cap (USD)
$27.4B
n/a
Sector
Consumer
Consumer
HQ country
KY
US
Primary segment
JD Retail
DIY Aftermarket Retail
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
64 / 100
63 / 100
Moat domains
Supply, Demand, Network
Supply, Demand
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

Brand TrustPhysical Network DensityService Field Network

JD.com, Inc. strengths

Operational ExcellenceTwo Sided NetworkScale Economies Unit CostEcosystem Complements

O'Reilly Automotive, Inc. strengths

Supply Chain ControlHabit DefaultScope EconomiesProcurement Inertia

Segment mix

JD.com, Inc. segments

Full profile >

JD Retail

Oligopoly

87.7%

JD Logistics

Competitive

11%

New Businesses

Competitive

1.3%

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

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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.