VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

IDEX Corporation vs O'Reilly Automotive, Inc.

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

IDEX Corporation

IEX · New York Stock Exchange

Market cap (USD)$13.4B
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
58/ 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 IDEX Corporation's moat claims, evidence, and risks.

View IEX analysis

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)
SectorConsumer
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: O'Reilly Automotive, Inc. leads (63 / 100 vs 58 / 100 for IDEX Corporation).
  • Segment focus: IDEX Corporation has 3 segments (39.6% in Health & Science Technologies (HST)); 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: IDEX Corporation has 7 moat types across 3 domains; O'Reilly Automotive, Inc. has 7 across 2.

Primary market context

IDEX Corporation

Health & Science Technologies (HST)

Market

Precision fluidics, optics/photonics, microfluidics, sealing solutions, pneumatic components, and process technologies for life science/diagnostics, semiconductor, aerospace/defense, and industrial markets

Geography

Global

Customer

Life science & diagnostic instrument OEMs, semiconductor/industrial OEMs, specialty industrial customers

Role

Component/subsystem supplier and specialty equipment provider

Revenue share

39.6%

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

IDEX Corporation
O'Reilly Automotive, Inc.
Ticker / Exchange
IEX - New York Stock Exchange
ORLY - Nasdaq Global Select Market
Market cap (USD)
$13.4B
n/a
Sector
Industrials
Consumer
HQ country
US
US
Primary segment
Health & Science Technologies (HST)
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
58 / 100
63 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand
Last update
2025-12-23
2025-12-31

Moat coverage

Shared moat types

Brand TrustProcurement Inertia

IDEX Corporation strengths

Design In QualificationData Workflow LockinInstalled Base ConsumablesLearning Curve YieldIP Choke Point

O'Reilly Automotive, Inc. strengths

Supply Chain ControlPhysical Network DensityHabit DefaultScope EconomiesService Field Network

Segment mix

IDEX Corporation segments

Full profile >

Fluid & Metering Technologies (FMT)

Competitive

37.7%

Health & Science Technologies (HST)

Competitive

39.6%

Fire & Safety/Diversified Products (FSDP)

Competitive

22.7%

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?

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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.