VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Chipotle Mexican Grill, Inc. vs O'Reilly Automotive, Inc.

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

Chipotle Mexican Grill, Inc.

CMG · New York Stock Exchange

Market cap (USD)$52.5B
SectorConsumer
CountryUS
Data as of2025-12-26
Moat score
62/ 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 Chipotle Mexican Grill, Inc.'s moat claims, evidence, and risks.

View CMG analysis

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
63/ 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: O'Reilly Automotive, Inc. leads (63 / 100 vs 62 / 100 for Chipotle Mexican Grill, Inc.).
  • Segment focus: Chipotle Mexican Grill, Inc. has 1 segment (100% in Restaurant operations (company-owned Chipotle restaurants)); O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Chipotle Mexican Grill, Inc. has 4 moat types across 2 domains; O'Reilly Automotive, Inc. has 7 across 2.

Primary market context

Chipotle Mexican Grill, Inc.

Restaurant operations (company-owned Chipotle restaurants)

Market

Fast-casual restaurants (Mexican-inspired, made-to-order)

Geography

Primarily United States; limited international presence

Customer

Consumers

Role

Company-operated restaurant operator

Revenue share

100%

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

52%

Side-by-side metrics

Chipotle Mexican Grill, Inc.
O'Reilly Automotive, Inc.
Ticker / Exchange
CMG - New York Stock Exchange
ORLY - Nasdaq Global Select Market
Market cap (USD)
$52.5B
n/a
Sector
Consumer
Consumer
HQ country
US
US
Primary segment
Restaurant operations (company-owned Chipotle restaurants)
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
62 / 100
63 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2025-12-26
2025-12-31

Moat coverage

Shared moat types

Brand TrustSupply Chain ControlHabit Default

Chipotle Mexican Grill, Inc. strengths

Operational Excellence

O'Reilly Automotive, Inc. strengths

Physical Network DensityScope EconomiesService Field NetworkProcurement Inertia

Segment mix

Chipotle Mexican Grill, Inc. segments

Full profile >

Restaurant operations (company-owned Chipotle restaurants)

Competitive

100%

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

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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.