VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

EssilorLuxottica vs GSK plc

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

GSK plc

GSK · London Stock Exchange

Market cap (USD)$89.3B
Gross margin (TTM)72.5%
Operating margin (TTM)22%
Net margin (TTM)17.5%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryGB
Data as of2025-12-28
Moat score
62/ 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 GSK plc's moat claims, evidence, and risks.

View GSK analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 62 / 100 for GSK plc).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); GSK plc has 3 segments (37.6% in Specialty Medicines).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; GSK plc has 4 across 3.

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%

GSK plc

Specialty Medicines

Market

Branded specialty pharmaceuticals (HIV, oncology, immunology/respiratory)

Geography

Global

Customer

Hospitals, specialist physicians, payers

Role

Innovator & branded manufacturer

Revenue share

37.6%

Side-by-side metrics

EssilorLuxottica
GSK plc
Ticker / Exchange
EL - Euronext Paris
GSK - London Stock Exchange
Market cap (USD)
$110.3B
$89.3B
Gross margin (TTM)
61.5%
72.5%
Operating margin (TTM)
12.4%
22%
Net margin (TTM)
8.5%
17.5%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Drug Manufacturers - General
HQ country
FR
GB
Primary segment
Direct to Consumer
Specialty Medicines
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
62 / 100
Moat domains
Legal, Supply, Demand
Supply, Legal, Demand
Last update
2026-01-11
2025-12-28

Moat coverage

Shared moat types

IP Choke Point

EssilorLuxottica strengths

Distribution ControlScale Economies Unit CostBrand TrustContractual Exclusivity

GSK plc strengths

Capex Knowhow ScaleCompliance AdvantageSwitching Costs General

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

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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.