VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Dassault Systemes SE vs Eli Lilly and Company

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

Dassault Systemes SE

DSY · Euronext Paris

Market cap (USD)$30.8B
Gross margin (TTM)81%
Operating margin (TTM)21.4%
Net margin (TTM)18.6%
SectorTechnology
IndustrySoftware - Application
CountryFR
Data as of2025-12-29
Moat score
72/ 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 Dassault Systemes SE's moat claims, evidence, and risks.

View DSY 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: Dassault Systemes SE leads (72 / 100 vs 66 / 100 for Eli Lilly and Company).
  • Segment focus: Dassault Systemes SE has 3 segments (55% in Industrial Innovation); Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health).
  • Moat breadth: Dassault Systemes SE has 7 moat types across 4 domains; Eli Lilly and Company has 5 across 2.

Primary market context

Dassault Systemes SE

Industrial Innovation

Market

Enterprise PLM, CAD/CAE, and digital manufacturing software for discrete industries

Geography

Global

Customer

Large enterprises and Tier-1 suppliers

Role

Software platform vendor

Revenue share

55%

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

Dassault Systemes SE
Eli Lilly and Company
Ticker / Exchange
DSY - Euronext Paris
LLY - New York Stock Exchange
Market cap (USD)
$30.8B
$935.6B
Gross margin (TTM)
81%
83%
Operating margin (TTM)
21.4%
43.9%
Net margin (TTM)
18.6%
31%
Sector
Technology
Healthcare
Industry
Software - Application
Drug Manufacturers - General
HQ country
FR
US
Primary segment
Industrial Innovation
Cardiometabolic Health
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
72 / 100
66 / 100
Moat domains
Demand, Network, Supply, Legal
Legal, Supply
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

Compliance Advantage

Dassault Systemes SE strengths

Data Workflow LockinSuite BundlingDe Facto StandardSwitching Costs GeneralDistribution ControlReputation Reviews

Eli Lilly and Company strengths

IP Choke PointCapacity MoatLearning Curve YieldOperational Excellence

Segment mix

Dassault Systemes SE segments

Full profile >

Industrial Innovation

Oligopoly

55%

Mainstream Innovation

Oligopoly

25%

Life Sciences

Oligopoly

20%

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.

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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.