VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

AstraZeneca PLC vs The Estee Lauder Companies Inc.

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

AstraZeneca PLC

AZN · London Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryGB
Data as of2026-01-02
Moat score
71/ 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 AstraZeneca PLC's moat claims, evidence, and risks.

View AZN analysis

The Estee Lauder Companies Inc.

EL · New York Stock Exchange

Market cap (USD)$38.5B
Gross margin (TTM)74.2%
Operating margin (TTM)-0.7%
Net margin (TTM)-6.4%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-23
Moat score
70/ 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 The Estee Lauder Companies Inc.'s moat claims, evidence, and risks.

View EL analysis

Comparison highlights

  • Moat score gap: AstraZeneca PLC leads (71 / 100 vs 70 / 100 for The Estee Lauder Companies Inc.).
  • Segment focus: AstraZeneca PLC has 6 segments (41% in Oncology); The Estee Lauder Companies Inc. has 5 segments (48.6% in Skin Care).
  • Moat breadth: AstraZeneca PLC has 4 moat types across 3 domains; The Estee Lauder Companies Inc. has 4 across 2.

Primary market context

AstraZeneca PLC

Oncology

Market

Innovator oncology therapeutics (branded prescription medicines)

Geography

Global

Customer

Hospitals, oncology clinics, payers

Role

Innovator biopharmaceutical company

Revenue share

41%

The Estee Lauder Companies Inc.

Skin Care

Market

Prestige skin care products

Geography

Global

Customer

Consumers

Role

Branded manufacturer/marketer

Revenue share

48.6%

Side-by-side metrics

AstraZeneca PLC
The Estee Lauder Companies Inc.
Ticker / Exchange
AZN - London Stock Exchange
EL - New York Stock Exchange
Market cap (USD)
n/a
$38.5B
Gross margin (TTM)
n/a
74.2%
Operating margin (TTM)
n/a
-0.7%
Net margin (TTM)
n/a
-6.4%
Sector
Healthcare
Consumer
Industry
n/a
Household & Personal Products
HQ country
GB
US
Primary segment
Oncology
Skin Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
71 / 100
70 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2026-01-02
2025-12-23

Moat coverage

Shared moat types

Brand Trust

AstraZeneca PLC strengths

Regulated Standards PipeIP Choke PointCapex Knowhow Scale

The Estee Lauder Companies Inc. strengths

Distribution ControlOperational ExcellenceScope Economies

Segment mix

AstraZeneca PLC segments

Full profile >

Oncology

Oligopoly

41%

Cardiovascular, Renal and Metabolism (CVRM)

Competitive

23%

Respiratory & Immunology (R&I)

Oligopoly

15%

Vaccines & Immune Therapies (V&I)

Oligopoly

3%

Rare Disease

Oligopoly

16%

Other Medicines

Competitive

2%

The Estee Lauder Companies Inc. segments

Full profile >

Skin Care

Oligopoly

48.6%

Makeup

Oligopoly

29.4%

Fragrance

Oligopoly

17.4%

Hair Care

Competitive

3.9%

Other

Competitive

0.7%

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.