VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Doximity, Inc. vs Eli Lilly and Company

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

Doximity, Inc.

DOCS · New York Stock Exchange

Market cap (USD)$4.5B
Gross margin (TTM)89.8%
Operating margin (TTM)37.4%
Net margin (TTM)37.5%
SectorHealthcare
IndustryMedical - Healthcare Information Services
CountryUS
Data as of2026-04-25
Moat score
70/ 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 Doximity, Inc.'s moat claims, evidence, and risks.

View DOCS analysis

Eli Lilly and Company

LLY · New York Stock Exchange

Market cap (USD)$866.6B
Gross margin (TTM)83.8%
Operating margin (TTM)45.6%
Net margin (TTM)31.7%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2026-01-08
Moat score
82/ 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: Eli Lilly and Company leads (82 / 100 vs 70 / 100 for Doximity, Inc.).
  • Segment focus: Doximity, Inc. has 1 segment (100% in Medical professional platform and healthcare customer solutions); Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Doximity, Inc. has 5 moat types across 2 domains; Eli Lilly and Company has 5 across 3.

Primary market context

Doximity, Inc.

Medical professional platform and healthcare customer solutions

Market

U.S. digital medical professional network, HCP marketing, hiring, workflow and telehealth solutions

Geography

United States

Customer

Physicians, nurse practitioners, physician assistants, medical students, pharmaceutical manufacturers, health systems and medical recruiters

Role

Verified clinician network, engagement platform, workflow software and subscription-based commercial solutions provider

Revenue share

100%

Eli Lilly and Company

Cardiometabolic Health

Market

Cardiometabolic pharmaceuticals (diabetes, obesity, and related metabolic diseases)

Geography

Global (with U.S. as the largest market)

Customer

Patients via prescribers and payers (commercial/government)

Role

Branded drug developer/manufacturer

Revenue share

65.5%

Side-by-side metrics

Doximity, Inc.
Eli Lilly and Company
Ticker / Exchange
DOCS - New York Stock Exchange
LLY - New York Stock Exchange
Market cap (USD)
$4.5B
$866.6B
Gross margin (TTM)
89.8%
83.8%
Operating margin (TTM)
37.4%
45.6%
Net margin (TTM)
37.5%
31.7%
Sector
Healthcare
Healthcare
Industry
Medical - Healthcare Information Services
Drug Manufacturers - General
HQ country
US
US
Primary segment
Medical professional platform and healthcare customer solutions
Cardiometabolic Health
Market structure
Competitive
Oligopoly
Market share
3%-4% (implied)
55%-59% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
70 / 100
82 / 100
Moat domains
Network, Demand
Legal, Supply, Demand
Last update
2026-04-25
2026-01-08

Moat coverage

Shared moat types

No overlap yet.

Doximity, Inc. strengths

Direct Network EffectsData Workflow LockinData Network EffectsProcurement InertiaBrand Trust

Eli Lilly and Company strengths

IP Choke PointCapacity MoatReputation ReviewsRegulated Standards PipeCapex Knowhow Scale

Segment mix

Doximity, Inc. segments

Full profile >

Medical professional platform and healthcare customer solutions

Competitive

100%

Eli Lilly and Company segments

Full profile >

Cardiometabolic Health

Oligopoly

65.5%

Oncology

Competitive

19.4%

Immunology

Oligopoly

9.8%

Neuroscience

Competitive

3.3%

Other

Competitive

2%

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.

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.