VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Duolingo, Inc. vs O'Reilly Automotive, Inc.

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

Duolingo, Inc.

DUOL · NASDAQ

Market cap (USD)$8.6B
Gross margin (TTM)72%
Operating margin (TTM)11%
Net margin (TTM)40%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-01-06
Moat score
68/ 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 Duolingo, Inc.'s moat claims, evidence, and risks.

View DUOL analysis

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)$76.5B
Gross margin (TTM)51.5%
Operating margin (TTM)19.3%
Net margin (TTM)14.2%
SectorConsumer
IndustryAuto - Parts
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: Duolingo, Inc. leads (68 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: Duolingo, Inc. has 2 segments (93.9% in Duolingo App); 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: Duolingo, Inc. has 6 moat types across 3 domains; O'Reilly Automotive, Inc. has 7 across 2.

Primary market context

Duolingo, Inc.

Duolingo App

Market

Mobile-first, freemium language learning and adjacent subjects (math, music)

Geography

Global

Customer

Consumers (end-users); advertisers

Role

Digital learning platform / content & software publisher

Revenue share

93.9%

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

Duolingo, Inc.
O'Reilly Automotive, Inc.
Ticker / Exchange
DUOL - NASDAQ
ORLY - Nasdaq Global Select Market
Market cap (USD)
$8.6B
$76.5B
Gross margin (TTM)
72%
51.5%
Operating margin (TTM)
11%
19.3%
Net margin (TTM)
40%
14.2%
Sector
Technology
Consumer
Industry
Software - Application
Auto - Parts
HQ country
US
US
Primary segment
Duolingo App
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
68 / 100
63 / 100
Moat domains
Network, Demand, Supply
Supply, Demand
Last update
2026-01-06
2025-12-31

Moat coverage

Shared moat types

Habit DefaultBrand TrustScope Economies

Duolingo, Inc. strengths

Data Network EffectsDesign In QualificationOperational Excellence

O'Reilly Automotive, Inc. strengths

Supply Chain ControlPhysical Network DensityService Field NetworkProcurement Inertia

Segment mix

Duolingo, Inc. segments

Full profile >

Duolingo App

Competitive

93.9%

Duolingo English Test

Oligopoly

6.1%

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

Want the full wide moat stocks list?

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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.