VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

EssilorLuxottica vs Medtronic 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

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$124.2B
Gross margin (TTM)62%
Operating margin (TTM)17.9%
Net margin (TTM)13%
SectorHealthcare
IndustryMedical - Devices
CountryIE
Data as of2025-12-31
Moat score
63/ 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 Medtronic plc's moat claims, evidence, and risks.

View MDT analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 63 / 100 for Medtronic plc).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Medtronic plc has 9 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%

Medtronic plc

Cardiovascular Portfolio

Market

Cardiovascular medical devices (cardiac rhythm management, electrophysiology/ablation, structural heart, coronary & peripheral vascular)

Geography

Global

Customer

Hospitals, cath labs, electrophysiologists, cardiologists, cardiac & vascular surgeons

Role

Device OEM + procedure support + remote monitoring software/services

Revenue share

37.2%

Side-by-side metrics

EssilorLuxottica
Medtronic plc
Ticker / Exchange
EL - Euronext Paris
MDT - New York Stock Exchange
Market cap (USD)
$110.3B
$124.2B
Gross margin (TTM)
61.5%
62%
Operating margin (TTM)
12.4%
17.9%
Net margin (TTM)
8.5%
13%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Devices
HQ country
FR
IE
Primary segment
Direct to Consumer
Cardiovascular Portfolio
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
63 / 100
Moat domains
Legal, Supply, Demand
Legal, Demand, Network
Last update
2026-01-11
2025-12-31

Moat coverage

Shared moat types

IP Choke Point

EssilorLuxottica strengths

Distribution ControlScale Economies Unit CostBrand TrustContractual Exclusivity

Medtronic plc strengths

Regulated Standards PipeData Workflow LockinDesign In QualificationEcosystem ComplementsProcurement InertiaSuite BundlingCompliance AdvantageInstalled Base Consumables

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

37.2%

Neuroscience Portfolio

Oligopoly

29.4%

Medical Surgical Portfolio

Competitive

25.1%

Diabetes Operating Unit

Oligopoly

8.2%

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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.