VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

The Estee Lauder Companies Inc. vs Graco Inc.

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

The Estee Lauder Companies Inc.

EL · New York Stock Exchange

Market cap (USD)$39B
Gross margin (TTM)74.2%
Operating margin (TTM)-0.7%
Net margin (TTM)-6.4%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-23
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 The Estee Lauder Companies Inc.'s moat claims, evidence, and risks.

View EL analysis

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
Moat score
67/ 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 Graco Inc.'s moat claims, evidence, and risks.

View GGG analysis

Comparison highlights

  • Moat score gap: The Estee Lauder Companies Inc. leads (70 / 100 vs 67 / 100 for Graco Inc.).
  • Segment focus: The Estee Lauder Companies Inc. has 5 segments (48.6% in Skin Care); Graco Inc. has 3 segments (49.4% in Contractor).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: The Estee Lauder Companies Inc. has 4 moat types across 2 domains; Graco Inc. has 7 across 2.

Primary market context

The Estee Lauder Companies Inc.

Skin Care

Market

Prestige skin care products

Geography

Global

Customer

Consumers

Role

Branded manufacturer/marketer

Revenue share

48.6%

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

Side-by-side metrics

The Estee Lauder Companies Inc.
Graco Inc.
Ticker / Exchange
EL - New York Stock Exchange
GGG - New York Stock Exchange
Market cap (USD)
$39B
$13.8B
Gross margin (TTM)
74.2%
52.3%
Operating margin (TTM)
-0.7%
26.6%
Net margin (TTM)
-6.4%
22.7%
Sector
Consumer
Industrials
Industry
Household & Personal Products
Industrial - Machinery
HQ country
US
US
Primary segment
Skin Care
Contractor
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
70 / 100
67 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-23
2026-01-05

Moat coverage

Shared moat types

Brand TrustDistribution ControlOperational ExcellenceScope Economies

The Estee Lauder Companies Inc. strengths

No unique moat types yet.

Graco Inc. strengths

Service Field NetworkDesign In QualificationInstalled Base Consumables

Segment mix

The Estee Lauder Companies Inc. segments

Full profile >

Skin Care

Oligopoly

48.6%

Makeup

Oligopoly

29.4%

Fragrance

Oligopoly

17.4%

Hair Care

Competitive

3.9%

Other

Competitive

0.7%

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

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.

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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.