VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

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)$211.1B
Gross margin (TTM)75.2%
Operating margin (TTM)22%
Net margin (TTM)16.3%
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)$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: AstraZeneca PLC leads (71 / 100 vs 66 / 100 for Eli Lilly and Company).
  • 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 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%

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

AstraZeneca PLC
Eli Lilly and Company
Ticker / Exchange
AZN - London Stock Exchange
LLY - New York Stock Exchange
Market cap (USD)
$211.1B
$935.6B
Gross margin (TTM)
75.2%
83%
Operating margin (TTM)
22%
43.9%
Net margin (TTM)
16.3%
31%
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
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
71 / 100
66 / 100
Moat domains
Legal, Supply, Demand
Legal, Supply
Last update
2026-01-02
2026-01-05

Moat coverage

Shared moat types

IP Choke Point

AstraZeneca PLC strengths

Regulated Standards PipeCapex Knowhow ScaleBrand Trust

Eli Lilly and Company strengths

Capacity MoatLearning Curve YieldOperational ExcellenceCompliance Advantage

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

Competitive

9.8%

Neuroscience

Competitive

3.3%

Other

Competitive

2%

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.