VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

IDEXX Laboratories, Inc. vs Lowe's Companies, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

IDEXX Laboratories, Inc.

IDXX · NASDAQ

Market cap (USD)$57B
Gross margin (TTM)61.7%
Operating margin (TTM)31.3%
Net margin (TTM)24.7%
SectorHealthcare
IndustryMedical - Diagnostics & Research
CountryUS
Data as of2025-12-31
Moat score
82/ 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 IDEXX Laboratories, Inc.'s moat claims, evidence, and risks.

View IDXX analysis

Lowe's Companies, Inc.

LOW · New York Stock Exchange

Market cap (USD)$149.9B
Gross margin (TTM)31.4%
Operating margin (TTM)12.1%
Net margin (TTM)8.1%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-06
Moat score
48/ 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 Lowe's Companies, Inc.'s moat claims, evidence, and risks.

View LOW analysis

Comparison highlights

  • Moat score gap: IDEXX Laboratories, Inc. leads (82 / 100 vs 48 / 100 for Lowe's Companies, Inc.).
  • Segment focus: IDEXX Laboratories, Inc. has 4 segments (91.7% in Companion Animal Group); Lowe's Companies, Inc. has 1 segment (100% in Home Improvement Operations (Omnichannel)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: IDEXX Laboratories, Inc. has 5 moat types across 3 domains; Lowe's Companies, Inc. has 5 across 2.

Primary market context

IDEXX Laboratories, Inc.

Companion Animal Group

Market

Veterinary diagnostics and practice management software for companion animals

Geography

Global

Customer

Veterinary practices, corporate veterinary groups, and reference laboratories

Role

Diagnostics platform owner (in-clinic instruments + consumables) and reference lab/service provider; practice management software provider

Revenue share

91.7%

Lowe's Companies, Inc.

Home Improvement Operations (Omnichannel)

Market

U.S. home improvement retail and related services (DIY and Pro; omnichannel)

Geography

United States

Customer

DIY consumers and small-to-medium professional contractors

Role

Omnichannel retailer and distributor

Revenue share

100%

Side-by-side metrics

IDEXX Laboratories, Inc.
Lowe's Companies, Inc.
Ticker / Exchange
IDXX - NASDAQ
LOW - New York Stock Exchange
Market cap (USD)
$57B
$149.9B
Gross margin (TTM)
61.7%
31.4%
Operating margin (TTM)
31.3%
12.1%
Net margin (TTM)
24.7%
8.1%
Sector
Healthcare
Consumer
Industry
Medical - Diagnostics & Research
Home Improvement
HQ country
US
US
Primary segment
Companion Animal Group
Home Improvement Operations (Omnichannel)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
82 / 100
48 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand
Last update
2025-12-31
2026-01-06

Moat coverage

Shared moat types

Physical Network Density

IDEXX Laboratories, Inc. strengths

Installed Base ConsumablesData Workflow LockinRegulated Standards PipeCompliance Advantage

Lowe's Companies, Inc. strengths

Supply Chain ControlOperational ExcellenceScope EconomiesHabit Default

Segment mix

IDEXX Laboratories, Inc. segments

Full profile >

Companion Animal Group

Oligopoly

91.7%

Water Quality Products

Oligopoly

4.7%

Livestock, Poultry and Dairy

Competitive

3.1%

Other (OPTI Medical and out-licensing)

Competitive

0.4%

Lowe's Companies, Inc. segments

Full profile >

Home Improvement Operations (Omnichannel)

Competitive

100%

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.