VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

EssilorLuxottica vs O'Reilly Automotive, 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

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)$78.9B
Gross margin (TTM)51.6%
Operating margin (TTM)19.5%
Net margin (TTM)14.3%
SectorConsumer
IndustryAuto - Parts
CountryUS
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 O'Reilly Automotive, Inc.'s moat claims, evidence, and risks.

View ORLY analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; O'Reilly Automotive, Inc. has 7 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%

O'Reilly Automotive, Inc.

DIY Aftermarket Retail

Market

Specialty automotive aftermarket parts retail (DIY channel)

Geography

United States, Puerto Rico, Mexico, Canada

Customer

Consumers (do-it-yourself vehicle owners)

Role

Specialty retailer

Revenue share

52%

Side-by-side metrics

EssilorLuxottica
O'Reilly Automotive, Inc.
Ticker / Exchange
EL - Euronext Paris
ORLY - Nasdaq Global Select Market
Market cap (USD)
$110.3B
$78.9B
Gross margin (TTM)
61.5%
51.6%
Operating margin (TTM)
12.4%
19.5%
Net margin (TTM)
8.5%
14.3%
Sector
Healthcare
Consumer
Industry
Medical - Instruments & Supplies
Auto - Parts
HQ country
FR
US
Primary segment
Direct to Consumer
DIY Aftermarket Retail
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
Supply, Demand
Last update
2026-01-11
2025-12-31

Moat coverage

Shared moat types

Brand Trust

EssilorLuxottica strengths

IP Choke PointDistribution ControlScale Economies Unit CostContractual Exclusivity

O'Reilly Automotive, Inc. strengths

Supply Chain ControlPhysical Network DensityHabit DefaultScope EconomiesService Field NetworkProcurement Inertia

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

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.