VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Becton, Dickinson and Company vs EssilorLuxottica

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

Becton, Dickinson and Company

BDX · New York Stock Exchange

Market cap (USD)$67.2B
Gross margin (TTM)45.8%
Operating margin (TTM)12.4%
Net margin (TTM)8%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2025-12-31
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 Becton, Dickinson and Company's moat claims, evidence, and risks.

View BDX 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: EssilorLuxottica leads (69 / 100 vs 66 / 100 for Becton, Dickinson and Company).
  • Segment focus: Becton, Dickinson and Company has 5 segments (29.5% in Medical Essentials); EssilorLuxottica has 2 segments (52.7% in Direct to Consumer).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Becton, Dickinson and Company has 7 moat types across 3 domains; EssilorLuxottica has 5 across 3.

Primary market context

Becton, Dickinson and Company

Medical Essentials

Market

Single-use medical consumables and specimen collection systems

Geography

Global

Customer

Healthcare providers and clinical labs

Role

Manufacturer

Revenue share

29.5%

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

Becton, Dickinson and Company
EssilorLuxottica
Ticker / Exchange
BDX - New York Stock Exchange
EL - Euronext Paris
Market cap (USD)
$67.2B
$110.3B
Gross margin (TTM)
45.8%
61.5%
Operating margin (TTM)
12.4%
12.4%
Net margin (TTM)
8%
8.5%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Instruments & Supplies
HQ country
US
FR
Primary segment
Medical Essentials
Direct to Consumer
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
66 / 100
69 / 100
Moat domains
Demand, Supply, Legal
Legal, Supply, Demand
Last update
2025-12-31
2026-01-11

Moat coverage

Shared moat types

No overlap yet.

Becton, Dickinson and Company strengths

Installed Base ConsumablesOperational ExcellenceCompliance AdvantageData Workflow LockinLong Term ContractsDesign In QualificationSwitching Costs General

EssilorLuxottica strengths

IP Choke PointDistribution ControlScale Economies Unit CostBrand TrustContractual Exclusivity

Segment mix

Becton, Dickinson and Company segments

Full profile >

Medical Essentials

Competitive

29.5%

Connected Care

Oligopoly

20.9%

BioPharma Systems

Oligopoly

10.6%

Interventional

Competitive

23.9%

Life Sciences

Oligopoly

15.1%

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.