VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

AstraZeneca PLC vs EssilorLuxottica

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)$236.7B
Gross margin (TTM)78.2%
Operating margin (TTM)23.3%
Net margin (TTM)17.4%
SectorHealthcare
IndustryDrug Manufacturers - General
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

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: AstraZeneca PLC leads (71 / 100 vs 69 / 100 for EssilorLuxottica).
  • Segment focus: AstraZeneca PLC has 6 segments (41% in Oncology); EssilorLuxottica has 2 segments (52.7% in Direct to Consumer).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: AstraZeneca PLC has 4 moat types across 3 domains; EssilorLuxottica has 5 across 3.

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%

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

AstraZeneca PLC
EssilorLuxottica
Ticker / Exchange
AZN - London Stock Exchange
EL - Euronext Paris
Market cap (USD)
$236.7B
$110.3B
Gross margin (TTM)
78.2%
61.5%
Operating margin (TTM)
23.3%
12.4%
Net margin (TTM)
17.4%
8.5%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Medical - Instruments & Supplies
HQ country
GB
FR
Primary segment
Oncology
Direct to Consumer
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
71 / 100
69 / 100
Moat domains
Legal, Supply, Demand
Legal, Supply, Demand
Last update
2026-01-02
2026-01-11

Moat coverage

Shared moat types

IP Choke PointBrand Trust

AstraZeneca PLC strengths

Regulated Standards PipeCapex Knowhow Scale

EssilorLuxottica strengths

Distribution ControlScale Economies Unit CostContractual Exclusivity

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%

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.