VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Colgate-Palmolive Company vs Eli Lilly and Company

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

Colgate-Palmolive Company

CL · New York Stock Exchange

Market cap (USD)$62B
Gross margin (TTM)60.2%
Operating margin (TTM)21.7%
Net margin (TTM)14.5%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-31
Moat score
74/ 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 Colgate-Palmolive Company's moat claims, evidence, and risks.

View CL 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: Colgate-Palmolive Company leads (74 / 100 vs 66 / 100 for Eli Lilly and Company).
  • Segment focus: Colgate-Palmolive Company has 4 segments (43% in Oral Care); Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Colgate-Palmolive Company has 2 moat types across 2 domains; Eli Lilly and Company has 5 across 2.

Primary market context

Colgate-Palmolive Company

Oral Care

Market

Oral care products (toothpaste, manual toothbrushes, mouthwash)

Geography

Global

Customer

Consumers; also dentists and oral health professionals (pharma dental products)

Role

Branded consumer products manufacturer

Revenue share

43%

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

Colgate-Palmolive Company
Eli Lilly and Company
Ticker / Exchange
CL - New York Stock Exchange
LLY - New York Stock Exchange
Market cap (USD)
$62B
$935.6B
Gross margin (TTM)
60.2%
83%
Operating margin (TTM)
21.7%
43.9%
Net margin (TTM)
14.5%
31%
Sector
Consumer
Healthcare
Industry
Household & Personal Products
Drug Manufacturers - General
HQ country
US
US
Primary segment
Oral Care
Cardiometabolic Health
Market structure
Oligopoly
Oligopoly
Market share
41.4% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
74 / 100
66 / 100
Moat domains
Demand, Supply
Legal, Supply
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Colgate-Palmolive Company strengths

Brand TrustDistribution Control

Eli Lilly and Company strengths

IP Choke PointCapacity MoatLearning Curve YieldOperational ExcellenceCompliance Advantage

Segment mix

Colgate-Palmolive Company segments

Full profile >

Oral Care

Oligopoly

43%

Personal Care

Competitive

18%

Home Care

Competitive

17%

Pet Nutrition

Oligopoly

22%

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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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.