VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

EssilorLuxottica vs Straumann Holding AG

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

Straumann Holding AG

STMN · SIX Swiss Exchange

Market cap (USD)$15B
Gross margin (TTM)69.8%
Operating margin (TTM)34.1%
Net margin (TTM)14.5%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryCH
Data as of2026-01-10
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 Straumann Holding AG's moat claims, evidence, and risks.

View STMN analysis

Comparison highlights

  • Moat score gap: EssilorLuxottica leads (69 / 100 vs 68 / 100 for Straumann Holding AG).
  • Segment focus: EssilorLuxottica has 2 segments (52.7% in Direct to Consumer); Straumann Holding AG has 3 segments.
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: EssilorLuxottica has 5 moat types across 3 domains; Straumann Holding AG has 7 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%

Straumann Holding AG

Implantology (Tooth Replacement & Restoration)

Market

Dental implantology (tooth replacement and restoration solutions)

Geography

Global

Customer

Dental professionals (implantologists, oral surgeons, general dentists) and dental labs; DSOs

Role

Medical device OEM + branded implant system provider

Side-by-side metrics

EssilorLuxottica
Straumann Holding AG
Ticker / Exchange
EL - Euronext Paris
STMN - SIX Swiss Exchange
Market cap (USD)
$110.3B
$15B
Gross margin (TTM)
61.5%
69.8%
Operating margin (TTM)
12.4%
34.1%
Net margin (TTM)
8.5%
14.5%
Sector
Healthcare
Healthcare
Industry
Medical - Instruments & Supplies
Medical - Instruments & Supplies
HQ country
FR
CH
Primary segment
Direct to Consumer
Implantology (Tooth Replacement & Restoration)
Market structure
Competitive
Oligopoly
Market share
n/a
34%-36% (reported)
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
2026-01-10

Moat coverage

Shared moat types

Scale Economies Unit CostBrand Trust

EssilorLuxottica strengths

IP Choke PointDistribution ControlContractual Exclusivity

Straumann Holding AG strengths

Training Org Change CostsService Field NetworkData Workflow LockinInteroperability HubEcosystem Complements

Segment mix

EssilorLuxottica segments

Full profile >

Professional Solutions

Oligopoly

47.3%

Direct to Consumer

Competitive

52.7%

Straumann Holding AG segments

Full profile >

Implantology (Tooth Replacement & Restoration)

Oligopoly

n/a

Orthodontics (Clear Aligner Solutions)

Oligopoly

n/a

Digital Dentistry & Prosthetics Workflow

Competitive

n/a

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.