★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

AutoZone, Inc. vs O'Reilly Automotive, Inc.

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

AutoZone, Inc.

AZO · New York Stock Exchange

Market cap (USD)$52.2B
Gross margin (TTM)51.8%
Operating margin (TTM)18%
Net margin (TTM)12.4%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-07-12
Moat score
81/ 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 AutoZone, Inc.'s moat claims, evidence, and risks.

View AZO analysis

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)$76.6B
Gross margin (TTM)51.6%
Operating margin (TTM)19.6%
Net margin (TTM)14.3%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-07-12
Moat score
79/ 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 O'Reilly Automotive, Inc.'s moat claims, evidence, and risks.

View ORLY analysis

Comparison highlights

  • Moat score gap: AutoZone, Inc. leads (81 / 100 vs 79 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: AutoZone, Inc. has 2 segments (88% in U.S. Auto Parts Retail & Commercial Distribution); O'Reilly Automotive, Inc. has 2 segments (50% in DIY Aftermarket Retail).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: AutoZone, Inc. has 5 moat types across 3 domains; O'Reilly Automotive, Inc. has 3 across 1.

Primary market context

AutoZone, Inc.

U.S. Auto Parts Retail & Commercial Distribution

Market

U.S. automotive aftermarket replacement parts & accessories retail and commercial distribution

Geography

United States

Customer

DIY consumers; professional repair shops (DIFM)

Role

Retailer and distributor

Revenue share

88%

O'Reilly Automotive, Inc.

DIY Aftermarket Retail

Market

Specialty automotive aftermarket parts retail (DIY channel)

Geography

United States, Puerto Rico, Mexico, Canada

Customer

Consumers (do-it-yourself vehicle owners)

Role

Specialty retailer

Revenue share

50%

Side-by-side metrics

AutoZone, Inc.
O'Reilly Automotive, Inc.
Ticker / Exchange
AZO - New York Stock Exchange
ORLY - Nasdaq Global Select Market
Market cap (USD)
$52.2B
$76.6B
Gross margin (TTM)
51.8%
51.6%
Operating margin (TTM)
18%
19.6%
Net margin (TTM)
12.4%
14.3%
Sector
Consumer
Consumer
Industry
Specialty Retail
Specialty Retail
HQ country
US
US
Primary segment
U.S. Auto Parts Retail & Commercial Distribution
DIY Aftermarket Retail
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
81 / 100
79 / 100
Moat domains
Supply, Demand, Financial
Supply
Last update
2026-07-12
2026-07-12

Moat coverage

Shared moat types

Physical Network DensityService Field Network

AutoZone, Inc. strengths

Distribution ControlBrand TrustNegative Working Capital

O'Reilly Automotive, Inc. strengths

Supply Chain Control

Segment mix

AutoZone, Inc. segments

Full profile >

U.S. Auto Parts Retail & Commercial Distribution

Competitive

88%

International Auto Parts Retail & Commercial Distribution (Mexico & Brazil)

Competitive

12%

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

50%

Professional (B2B) Aftermarket Distribution

Competitive

50%

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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.