VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Eli Lilly and Company vs Microsoft Corporation

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

Eli Lilly and Company

LLY · New York Stock Exchange

Market cap (USD)$935.6B
Gross margin (TTM)83%
Operating margin (TTM)43.9%
Net margin (TTM)31%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2026-01-05
Moat score
66/ 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 Eli Lilly and Company's moat claims, evidence, and risks.

View LLY analysis

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.5T
Gross margin (TTM)68.8%
Operating margin (TTM)46.3%
Net margin (TTM)35.7%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-21
Moat score
84/ 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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 66 / 100 for Eli Lilly and Company).
  • Segment focus: Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health); Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes).
  • Moat breadth: Eli Lilly and Company has 5 moat types across 2 domains; Microsoft Corporation has 9 across 4.

Primary market context

Eli Lilly and Company

Cardiometabolic Health

Market

Branded cardiometabolic pharmaceuticals (type 2 diabetes, obesity, and related metabolic/cardiovascular conditions; especially incretin therapies)

Geography

Global

Customer

Patients via prescribers; payers/PBMs; wholesaler & pharmacy channels

Role

Drug developer, manufacturer, and marketer

Revenue share

65.5%

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.9%

Side-by-side metrics

Eli Lilly and Company
Microsoft Corporation
Ticker / Exchange
LLY - New York Stock Exchange
MSFT - Nasdaq Global Select Market
Market cap (USD)
$935.6B
$3.5T
Gross margin (TTM)
83%
68.8%
Operating margin (TTM)
43.9%
46.3%
Net margin (TTM)
31%
35.7%
Sector
Healthcare
Technology
Industry
Drug Manufacturers - General
Software - Infrastructure
HQ country
US
US
Primary segment
Cardiometabolic Health
Productivity and Business Processes
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
66 / 100
84 / 100
Moat domains
Legal, Supply
Demand, Network, Supply, Legal
Last update
2026-01-05
2025-12-21

Moat coverage

Shared moat types

Operational Excellence

Eli Lilly and Company strengths

IP Choke PointCapacity MoatLearning Curve YieldCompliance Advantage

Microsoft Corporation strengths

Suite BundlingData Workflow LockinLong Term ContractsTwo Sided NetworkCapex Knowhow ScaleEcosystem ComplementsDefault OS GatewayContent Rights Currency

Segment mix

Eli Lilly and Company segments

Full profile >

Cardiometabolic Health

Oligopoly

65.5%

Oncology

Competitive

19.4%

Immunology

Competitive

9.8%

Neuroscience

Competitive

3.3%

Other

Competitive

2%

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.