VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

EssilorLuxottica vs Eli Lilly and Company

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

Eli Lilly and Company

LLY · New York Stock Exchange

Market cap (USD)$952.3B
Gross margin (TTM)83.8%
Operating margin (TTM)45.6%
Net margin (TTM)31.7%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2026-01-08
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 Eli Lilly and Company's moat claims, evidence, and risks.

View LLY analysis

Comparison highlights

  • Moat score gap: Eli Lilly and Company leads (82 / 100 vs 69 / 100 for EssilorLuxottica).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Eli Lilly and Company 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%

Eli Lilly and Company

Cardiometabolic Health

Market

Cardiometabolic pharmaceuticals (diabetes, obesity, and related metabolic diseases)

Geography

Global (with U.S. as the largest market)

Customer

Patients via prescribers and payers (commercial/government)

Role

Branded drug developer/manufacturer

Revenue share

65.5%

Side-by-side metrics

EssilorLuxottica
Eli Lilly and Company
Ticker / Exchange
EL - Euronext Paris
LLY - New York Stock Exchange
Market cap (USD)
$110.3B
$952.3B
Gross margin (TTM)
61.5%
83.8%
Operating margin (TTM)
12.4%
45.6%
Net margin (TTM)
8.5%
31.7%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Drug Manufacturers - General
HQ country
FR
US
Primary segment
Direct to Consumer
Cardiometabolic Health
Market structure
Competitive
Oligopoly
Market share
n/a
55%-59% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
82 / 100
Moat domains
Legal, Supply, Demand
Legal, Supply, Demand
Last update
2026-01-11
2026-01-08

Moat coverage

Shared moat types

IP Choke Point

EssilorLuxottica strengths

Distribution ControlScale Economies Unit CostBrand TrustContractual Exclusivity

Eli Lilly and Company strengths

Capacity MoatReputation ReviewsRegulated Standards PipeCapex Knowhow Scale

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Eli Lilly and Company segments

Full profile >

Cardiometabolic Health

Oligopoly

65.5%

Oncology

Competitive

19.4%

Immunology

Oligopoly

9.8%

Neuroscience

Competitive

3.3%

Other

Competitive

2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.