VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Sartorius Stedim Biotech S.A. vs Eli Lilly and Company

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

Sartorius Stedim Biotech S.A.

DIM · Euronext Paris

Market cap (USD)$21.2B
Gross margin (TTM)45.6%
Operating margin (TTM)17.6%
Net margin (TTM)9%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryFR
Data as of2025-12-28
Moat score
80/ 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 Sartorius Stedim Biotech S.A.'s moat claims, evidence, and risks.

View DIM 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: Sartorius Stedim Biotech S.A. leads (80 / 100 vs 66 / 100 for Eli Lilly and Company).
  • Segment focus: Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables); Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health).
  • Moat breadth: Sartorius Stedim Biotech S.A. has 6 moat types across 3 domains; Eli Lilly and Company has 5 across 2.

Primary market context

Sartorius Stedim Biotech S.A.

Sterile single-use bioprocessing consumables

Market

Sterile single-use bioprocessing consumables (bags, filters, fluid management components)

Geography

Global

Customer

Biopharmaceutical manufacturers and CDMOs

Role

Consumables supplier (single-use)

Revenue share

75%

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

Sartorius Stedim Biotech S.A.
Eli Lilly and Company
Ticker / Exchange
DIM - Euronext Paris
LLY - New York Stock Exchange
Market cap (USD)
$21.2B
$935.6B
Gross margin (TTM)
45.6%
83%
Operating margin (TTM)
17.6%
43.9%
Net margin (TTM)
9%
31%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Drug Manufacturers - General
HQ country
FR
US
Primary segment
Sterile single-use bioprocessing consumables
Cardiometabolic Health
Market structure
Oligopoly
Oligopoly
Market share
10%-25% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
80 / 100
66 / 100
Moat domains
Demand, Supply, Legal
Legal, Supply
Last update
2025-12-28
2026-01-05

Moat coverage

Shared moat types

Learning Curve YieldCompliance Advantage

Sartorius Stedim Biotech S.A. strengths

Installed Base ConsumablesDesign In QualificationSuite BundlingCapex Knowhow Scale

Eli Lilly and Company strengths

IP Choke PointCapacity MoatOperational Excellence

Segment mix

Sartorius Stedim Biotech S.A. segments

Full profile >

Sterile single-use bioprocessing consumables

Oligopoly

75%

Bioprocessing equipment, systems, and software/services

Oligopoly

25%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.