VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs Marriott International, 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

Marriott International, Inc.

MAR · NASDAQ

Market cap (USD)$92.2B
Gross margin (TTM)21.3%
Operating margin (TTM)15.8%
Net margin (TTM)9.9%
SectorConsumer
IndustryTravel Lodging
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Marriott International, Inc.'s moat claims, evidence, and risks.

View MAR analysis

Comparison highlights

  • Moat score gap: Marriott International, Inc. leads (72 / 100 vs 69 / 100 for EssilorLuxottica).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Marriott International, Inc. has 2 segments.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Marriott International, Inc. 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%

Marriott International, Inc.

U.S. & Canada Lodging Platform

Market

Branded hotel franchising & management platform (including loyalty and reservation systems)

Geography

U.S. & Canada

Customer

Two-sided: travelers (guests) and hotel owners (franchisees/owners of managed properties)

Role

Brand owner / franchisor / manager; operator of reservation, loyalty, and marketing systems

Side-by-side metrics

EssilorLuxottica
Marriott International, Inc.
Ticker / Exchange
EL - Euronext Paris
MAR - NASDAQ
Market cap (USD)
$110.3B
$92.2B
Gross margin (TTM)
61.5%
21.3%
Operating margin (TTM)
12.4%
15.8%
Net margin (TTM)
8.5%
9.9%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Travel Lodging
HQ country
FR
US
Primary segment
Direct to Consumer
U.S. & Canada Lodging Platform
Market structure
Competitive
Competitive
Market share
n/a
16%-18% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
72 / 100
Moat domains
Legal, Supply, Demand
Demand, Network, Supply
Last update
2026-01-11
2026-01-01

Moat coverage

Shared moat types

Distribution ControlBrand Trust

EssilorLuxottica strengths

IP Choke PointScale Economies Unit CostContractual Exclusivity

Marriott International, Inc. strengths

Two Sided NetworkLong Term Contracts

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Marriott International, Inc. segments

Full profile >

U.S. & Canada Lodging Platform

Competitive

n/a

International Lodging Platform

Competitive

n/a

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.