VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Eli Lilly and Company vs NXP Semiconductors N.V.

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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$56.3B
Gross margin (TTM)54.7%
Operating margin (TTM)24.7%
Net margin (TTM)17.1%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

Comparison highlights

  • Moat score gap: Eli Lilly and Company leads (66 / 100 vs 64 / 100 for NXP Semiconductors N.V.).
  • Segment focus: Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health); NXP Semiconductors N.V. has 4 segments (56.7% in Automotive).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Eli Lilly and Company has 5 moat types across 2 domains; NXP Semiconductors N.V. has 8 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%

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

Side-by-side metrics

Eli Lilly and Company
NXP Semiconductors N.V.
Ticker / Exchange
LLY - New York Stock Exchange
NXPI - The Nasdaq Global Select Market
Market cap (USD)
$935.6B
$56.3B
Gross margin (TTM)
83%
54.7%
Operating margin (TTM)
43.9%
24.7%
Net margin (TTM)
31%
17.1%
Sector
Healthcare
Technology
Industry
Drug Manufacturers - General
Semiconductors
HQ country
US
NL
Primary segment
Cardiometabolic Health
Automotive
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
66 / 100
64 / 100
Moat domains
Legal, Supply
Demand, Supply, Network, Legal
Last update
2026-01-05
2025-12-22

Moat coverage

Shared moat types

Capacity MoatCompliance Advantage

Eli Lilly and Company strengths

IP Choke PointLearning Curve YieldOperational Excellence

NXP Semiconductors N.V. strengths

Design In QualificationTraining Org Change CostsProcurement InertiaScope EconomiesEcosystem ComplementsCapex Knowhow Scale

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%

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

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.