VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

EssilorLuxottica vs Koninklijke Philips N.V.

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

Koninklijke Philips N.V.

PHIA · Euronext Amsterdam

Market cap (USD)$25.1B
Gross margin (TTM)45.2%
Operating margin (TTM)8.6%
Net margin (TTM)5%
SectorHealthcare
IndustryMedical - Devices
CountryNL
Data as of2025-12-28
Moat score
68/ 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 Koninklijke Philips N.V.'s moat claims, evidence, and risks.

View PHIA analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 68 / 100 for Koninklijke Philips N.V.).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Koninklijke Philips N.V. has 3 segments (48.9% in Diagnosis & Treatment).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Koninklijke Philips N.V. has 6 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%

Koninklijke Philips N.V.

Diagnosis & Treatment

Market

Medical imaging, image-guided therapy systems, and enterprise imaging informatics

Geography

Global

Customer

Hospitals & clinics

Role

OEM systems + software + services

Revenue share

48.9%

Side-by-side metrics

EssilorLuxottica
Koninklijke Philips N.V.
Ticker / Exchange
EL - Euronext Paris
PHIA - Euronext Amsterdam
Market cap (USD)
$110.3B
$25.1B
Gross margin (TTM)
61.5%
45.2%
Operating margin (TTM)
12.4%
8.6%
Net margin (TTM)
8.5%
5%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Devices
HQ country
FR
NL
Primary segment
Direct to Consumer
Diagnosis & Treatment
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
68 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Network
Last update
2026-01-11
2025-12-28

Moat coverage

Shared moat types

Brand Trust

EssilorLuxottica strengths

IP Choke PointDistribution ControlScale Economies Unit CostContractual Exclusivity

Koninklijke Philips N.V. strengths

Data Workflow LockinService Field NetworkInteroperability HubProcurement InertiaInstalled Base Consumables

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Koninklijke Philips N.V. segments

Full profile >

Diagnosis & Treatment

Oligopoly

48.9%

Connected Care

Oligopoly

28.3%

Personal Health

Competitive

20%

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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.