VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Johnson & Johnson vs O'Reilly Automotive, Inc.

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

Johnson & Johnson

JNJ · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-21
Moat score
61/ 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 Johnson & Johnson's moat claims, evidence, and risks.

View JNJ 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 61 / 100 for Johnson & Johnson).
  • Segment focus: Johnson & Johnson has 2 segments (64.1% in Innovative Medicine); 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: Johnson & Johnson has 5 moat types across 3 domains; O'Reilly Automotive, Inc. has 7 across 2.

Primary market context

Johnson & Johnson

Innovative Medicine

Market

Branded prescription pharmaceuticals (biopharma)

Geography

Global

Customer

Wholesalers, hospitals, retailers, healthcare professionals, payers

Role

Drug discovery, development, manufacturing, commercialization

Revenue share

64.1%

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

Johnson & Johnson
O'Reilly Automotive, Inc.
Ticker / Exchange
JNJ - New York Stock Exchange
ORLY - Nasdaq Global Select Market
Market cap (USD)
n/a
n/a
Sector
Healthcare
Consumer
HQ country
US
US
Primary segment
Innovative Medicine
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
61 / 100
63 / 100
Moat domains
Legal, Demand, Supply
Supply, Demand
Last update
2025-12-21
2025-12-31

Moat coverage

Shared moat types

Brand TrustService Field Network

Johnson & Johnson strengths

IP Choke PointRegulated Standards PipeTraining Org Change Costs

O'Reilly Automotive, Inc. strengths

Supply Chain ControlPhysical Network DensityHabit DefaultScope EconomiesProcurement Inertia

Segment mix

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

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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.