VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

AstraZeneca PLC vs Eli Lilly and Company

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

Eli Lilly and Company

LLY · New York Stock Exchange

Market cap (USD)$952.3B
Gross margin (TTM)83.8%
Operating margin (TTM)45.6%
Net margin (TTM)31.7%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2026-01-08
Moat score
82/ 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 (82 / 100 vs 71 / 100 for AstraZeneca PLC).
  • Segment focus: AstraZeneca PLC has 6 segments (41% in Oncology); Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health).
  • Moat breadth: AstraZeneca PLC has 4 moat types across 3 domains; Eli Lilly and Company 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%

Eli Lilly and Company

Cardiometabolic Health

Market

Cardiometabolic pharmaceuticals (diabetes, obesity, and related metabolic diseases)

Geography

Global (with U.S. as the largest market)

Customer

Patients via prescribers and payers (commercial/government)

Role

Branded drug developer/manufacturer

Revenue share

65.5%

Side-by-side metrics

AstraZeneca PLC
Eli Lilly and Company
Ticker / Exchange
AZN - London Stock Exchange
LLY - New York Stock Exchange
Market cap (USD)
$236.7B
$952.3B
Gross margin (TTM)
78.2%
83.8%
Operating margin (TTM)
23.3%
45.6%
Net margin (TTM)
17.4%
31.7%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Drug Manufacturers - General
HQ country
GB
US
Primary segment
Oncology
Cardiometabolic Health
Market structure
Oligopoly
Oligopoly
Market share
n/a
55%-59% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
71 / 100
82 / 100
Moat domains
Legal, Supply, Demand
Legal, Supply, Demand
Last update
2026-01-02
2026-01-08

Moat coverage

Shared moat types

Regulated Standards PipeIP Choke PointCapex Knowhow Scale

AstraZeneca PLC strengths

Brand Trust

Eli Lilly and Company strengths

Capacity MoatReputation Reviews

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%

Eli Lilly and Company segments

Full profile >

Cardiometabolic Health

Oligopoly

65.5%

Oncology

Competitive

19.4%

Immunology

Oligopoly

9.8%

Neuroscience

Competitive

3.3%

Other

Competitive

2%

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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.