VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs IDEXX Laboratories, 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

IDEXX Laboratories, Inc.

IDXX · NASDAQ

Market cap (USD)$50.8B
Gross margin (TTM)61.8%
Operating margin (TTM)31.6%
Net margin (TTM)24.6%
SectorHealthcare
IndustryMedical - Diagnostics & Research
CountryUS
Data as of2025-12-31
Moat score
82/ 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 IDEXX Laboratories, Inc.'s moat claims, evidence, and risks.

View IDXX analysis

Comparison highlights

  • Moat score gap: IDEXX Laboratories, Inc. leads (82 / 100 vs 69 / 100 for EssilorLuxottica).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); IDEXX Laboratories, Inc. has 4 segments (91.7% in Companion Animal Group).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; IDEXX Laboratories, Inc. has 5 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%

IDEXX Laboratories, Inc.

Companion Animal Group

Market

Veterinary diagnostics and practice management software for companion animals

Geography

Global

Customer

Veterinary practices, corporate veterinary groups, and reference laboratories

Role

Diagnostics platform owner (in-clinic instruments + consumables) and reference lab/service provider; practice management software provider

Revenue share

91.7%

Side-by-side metrics

EssilorLuxottica
IDEXX Laboratories, Inc.
Ticker / Exchange
EL - Euronext Paris
IDXX - NASDAQ
Market cap (USD)
$110.3B
$50.8B
Gross margin (TTM)
61.5%
61.8%
Operating margin (TTM)
12.4%
31.6%
Net margin (TTM)
8.5%
24.6%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Diagnostics & Research
HQ country
FR
US
Primary segment
Direct to Consumer
Companion Animal Group
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
82 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Legal
Last update
2026-01-11
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

EssilorLuxottica strengths

IP Choke PointDistribution ControlScale Economies Unit CostBrand TrustContractual Exclusivity

IDEXX Laboratories, Inc. strengths

Installed Base ConsumablesData Workflow LockinPhysical Network DensityRegulated Standards PipeCompliance Advantage

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

IDEXX Laboratories, Inc. segments

Full profile >

Companion Animal Group

Oligopoly

91.7%

Water Quality Products

Oligopoly

4.7%

Livestock, Poultry and Dairy

Competitive

3.1%

Other (OPTI Medical and out-licensing)

Competitive

0.4%

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.