VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Agilent Technologies, Inc. vs Eli Lilly and Company

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

Agilent Technologies, Inc.

A · New York Stock Exchange

Market cap (USD)$40.5B
Gross margin (TTM)52.4%
Operating margin (TTM)21.3%
Net margin (TTM)18.8%
SectorHealthcare
IndustryMedical - Diagnostics & Research
CountryUS
Data as of2025-12-22
Moat score
65/ 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 Agilent Technologies, Inc.'s moat claims, evidence, and risks.

View A analysis

Eli Lilly and Company

LLY · New York Stock Exchange

Market cap (USD)$935.6B
Gross margin (TTM)83%
Operating margin (TTM)43.9%
Net margin (TTM)31%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2026-01-05
Moat score
66/ 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 Eli Lilly and Company's moat claims, evidence, and risks.

View LLY analysis

Comparison highlights

  • Moat score gap: Eli Lilly and Company leads (66 / 100 vs 65 / 100 for Agilent Technologies, Inc.).
  • Segment focus: Agilent Technologies, Inc. has 3 segments (41.9% in Agilent CrossLab); Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Agilent Technologies, Inc. has 5 moat types across 2 domains; Eli Lilly and Company has 5 across 2.

Primary market context

Agilent Technologies, Inc.

Agilent CrossLab

Market

Laboratory services, compliance/maintenance, consumables and lab informatics across the lab workflow

Geography

Global

Customer

B2B (installed base labs across pharma, diagnostics, academia and applied markets)

Role

Aftermarket services + consumables + informatics

Revenue share

41.9%

Eli Lilly and Company

Cardiometabolic Health

Market

Branded cardiometabolic pharmaceuticals (type 2 diabetes, obesity, and related metabolic/cardiovascular conditions; especially incretin therapies)

Geography

Global

Customer

Patients via prescribers; payers/PBMs; wholesaler & pharmacy channels

Role

Drug developer, manufacturer, and marketer

Revenue share

65.5%

Side-by-side metrics

Agilent Technologies, Inc.
Eli Lilly and Company
Ticker / Exchange
A - New York Stock Exchange
LLY - New York Stock Exchange
Market cap (USD)
$40.5B
$935.6B
Gross margin (TTM)
52.4%
83%
Operating margin (TTM)
21.3%
43.9%
Net margin (TTM)
18.8%
31%
Sector
Healthcare
Healthcare
Industry
Medical - Diagnostics & Research
Drug Manufacturers - General
HQ country
US
US
Primary segment
Agilent CrossLab
Cardiometabolic Health
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
65 / 100
66 / 100
Moat domains
Demand, Supply
Legal, Supply
Last update
2025-12-22
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Agilent Technologies, Inc. strengths

Design In QualificationInstalled Base ConsumablesBrand TrustService Field NetworkData Workflow Lockin

Eli Lilly and Company strengths

IP Choke PointCapacity MoatLearning Curve YieldOperational ExcellenceCompliance Advantage

Segment mix

Agilent Technologies, Inc. segments

Full profile >

Life Sciences and Diagnostics Markets

Oligopoly

39.2%

Agilent CrossLab

Competitive

41.9%

Applied Markets

Oligopoly

18.9%

Eli Lilly and Company segments

Full profile >

Cardiometabolic Health

Oligopoly

65.5%

Oncology

Competitive

19.4%

Immunology

Competitive

9.8%

Neuroscience

Competitive

3.3%

Other

Competitive

2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.