VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs GE HealthCare Technologies Inc.

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

EssilorLuxottica

EL · Euronext Paris

Market cap (USD)$110.3B
Gross margin (TTM)61.5%
Operating margin (TTM)12.4%
Net margin (TTM)8.5%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryFR
Data as of2026-01-11
Moat score
69/ 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 EssilorLuxottica's moat claims, evidence, and risks.

View EL analysis

GE HealthCare Technologies Inc.

GEHC · The Nasdaq Stock Market LLC

Market cap (USD)$38.4B
Gross margin (TTM)43.5%
Operating margin (TTM)13.3%
Net margin (TTM)8.6%
SectorHealthcare
IndustryMedical - Healthcare Information Services
CountryUS
Data as of2025-12-22
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 GE HealthCare Technologies Inc.'s moat claims, evidence, and risks.

View GEHC analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 63 / 100 for GE HealthCare Technologies Inc.).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); GE HealthCare Technologies Inc. has 4 segments (45% in Imaging).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; GE HealthCare Technologies Inc. has 8 across 4.

Primary market context

EssilorLuxottica

Direct to Consumer

Market

Optical retail and e-commerce (prescription eyewear and sunglasses)

Geography

Global

Customer

Consumers (end-users)

Role

Omnichannel retailer + vertically integrated manufacturer/brand owner

Revenue share

52.7%

GE HealthCare Technologies Inc.

Imaging

Market

Diagnostic imaging equipment and related service (CT, MR, molecular imaging, X-ray, women's health) and imaging IT

Geography

Global

Customer

Hospitals, imaging centers

Role

OEM + service + software

Revenue share

45%

Side-by-side metrics

EssilorLuxottica
GE HealthCare Technologies Inc.
Ticker / Exchange
EL - Euronext Paris
GEHC - The Nasdaq Stock Market LLC
Market cap (USD)
$110.3B
$38.4B
Gross margin (TTM)
61.5%
43.5%
Operating margin (TTM)
12.4%
13.3%
Net margin (TTM)
8.5%
8.6%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Healthcare Information Services
HQ country
FR
US
Primary segment
Direct to Consumer
Imaging
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
63 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand, Network, Legal
Last update
2026-01-11
2025-12-22

Moat coverage

Shared moat types

No overlap yet.

EssilorLuxottica strengths

IP Choke PointDistribution ControlScale Economies Unit CostBrand TrustContractual Exclusivity

GE HealthCare Technologies Inc. strengths

Service Field NetworkData Workflow LockinTraining Org Change CostsEcosystem ComplementsInstalled Base ConsumablesSupply Chain ControlCompliance AdvantageScope Economies

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

GE HealthCare Technologies Inc. segments

Full profile >

Imaging

Oligopoly

45%

Advanced Visualization Solutions (AVS)

Oligopoly

26.1%

Patient Care Solutions (PCS)

Oligopoly

15.9%

Pharmaceutical Diagnostics (PDx)

Oligopoly

12.8%

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.