VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

EssilorLuxottica vs Hims & Hers Health, 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

Hims & Hers Health, Inc.

HIMS · New York Stock Exchange

Market cap (USD)$3.4B
Gross margin (TTM)75%
Operating margin (TTM)5.2%
Net margin (TTM)6.1%
SectorHealthcare
IndustryMedical - Equipment & Services
CountryUS
Data as of2025-12-29
Moat score
51/ 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 Hims & Hers Health, Inc.'s moat claims, evidence, and risks.

View HIMS analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform).
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Hims & Hers Health, Inc. has 3 across 2.

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%

Hims & Hers Health, Inc.

Online Platform

Market

Direct-to-consumer telehealth + subscription pharmacy (cash-pay) for lifestyle and chronic conditions

Geography

Primarily United States

Customer

Consumers (end-users), paid out-of-pocket; supported by affiliated provider networks and pharmacy fulfillment

Role

D2C digital health platform + fulfillment (mail-order pharmacy and partners)

Revenue share

97.4%

Side-by-side metrics

EssilorLuxottica
Hims & Hers Health, Inc.
Ticker / Exchange
EL - Euronext Paris
HIMS - New York Stock Exchange
Market cap (USD)
$110.3B
$3.4B
Gross margin (TTM)
61.5%
75%
Operating margin (TTM)
12.4%
5.2%
Net margin (TTM)
8.5%
6.1%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Equipment & Services
HQ country
FR
US
Primary segment
Direct to Consumer
Online Platform
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
51 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2026-01-11
2025-12-29

Moat coverage

Shared moat types

Brand Trust

EssilorLuxottica strengths

IP Choke PointDistribution ControlScale Economies Unit CostContractual Exclusivity

Hims & Hers Health, Inc. strengths

Habit DefaultOperational Excellence

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

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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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.