VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

DSM-Firmenich AG vs Lowe's Companies, Inc.

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

DSM-Firmenich AG

DSFIR · Euronext Amsterdam

Market cap (USD)$17.9B
Gross margin (TTM)34.1%
Operating margin (TTM)9.2%
Net margin (TTM)5.5%
SectorMaterials
IndustryHousehold & Personal Products
CountryCH
Data as of2025-12-29
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 DSM-Firmenich AG's moat claims, evidence, and risks.

View DSFIR analysis

Lowe's Companies, Inc.

LOW · New York Stock Exchange

Market cap (USD)$149.9B
Gross margin (TTM)31.4%
Operating margin (TTM)12.1%
Net margin (TTM)8.1%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-06
Moat score
48/ 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 Lowe's Companies, Inc.'s moat claims, evidence, and risks.

View LOW analysis

Comparison highlights

  • Moat score gap: DSM-Firmenich AG leads (63 / 100 vs 48 / 100 for Lowe's Companies, Inc.).
  • Segment focus: DSM-Firmenich AG has 4 segments (31% in Perfumery & Beauty); Lowe's Companies, Inc. has 1 segment (100% in Home Improvement Operations (Omnichannel)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: DSM-Firmenich AG has 10 moat types across 4 domains; Lowe's Companies, Inc. has 5 across 2.

Primary market context

DSM-Firmenich AG

Perfumery & Beauty

Market

B2B fragrances, perfumery ingredients, and beauty ingredients

Geography

Global

Customer

Consumer brands (fine fragrance, personal care, home care) and beauty brands

Role

Ingredient supplier / fragrance house (co-creation + ingredient palette)

Revenue share

31%

Lowe's Companies, Inc.

Home Improvement Operations (Omnichannel)

Market

U.S. home improvement retail and related services (DIY and Pro; omnichannel)

Geography

United States

Customer

DIY consumers and small-to-medium professional contractors

Role

Omnichannel retailer and distributor

Revenue share

100%

Side-by-side metrics

DSM-Firmenich AG
Lowe's Companies, Inc.
Ticker / Exchange
DSFIR - Euronext Amsterdam
LOW - New York Stock Exchange
Market cap (USD)
$17.9B
$149.9B
Gross margin (TTM)
34.1%
31.4%
Operating margin (TTM)
9.2%
12.1%
Net margin (TTM)
5.5%
8.1%
Sector
Materials
Consumer
Industry
Household & Personal Products
Home Improvement
HQ country
CH
US
Primary segment
Perfumery & Beauty
Home Improvement Operations (Omnichannel)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
63 / 100
48 / 100
Moat domains
Supply, Demand, Legal, Network
Supply, Demand
Last update
2025-12-29
2026-01-06

Moat coverage

Shared moat types

Supply Chain ControlScope Economies

DSM-Firmenich AG strengths

Training Org Change CostsIP Choke PointLearning Curve YieldCompliance AdvantageDesign In QualificationService Field NetworkEcosystem ComplementsData Workflow Lockin

Lowe's Companies, Inc. strengths

Physical Network DensityOperational ExcellenceHabit Default

Segment mix

DSM-Firmenich AG segments

Full profile >

Perfumery & Beauty

Oligopoly

31%

Taste, Texture & Health

Oligopoly

25.4%

Health, Nutrition & Care

Competitive

17.3%

Animal Nutrition & Health

Competitive

26%

Lowe's Companies, Inc. segments

Full profile >

Home Improvement Operations (Omnichannel)

Competitive

100%

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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.