VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Eli Lilly and Company vs O'Reilly Automotive, Inc.

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

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)$76.5B
Gross margin (TTM)51.5%
Operating margin (TTM)19.3%
Net margin (TTM)14.2%
SectorConsumer
IndustryAuto - Parts
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: Eli Lilly and Company leads (66 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health); O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Eli Lilly and Company has 5 moat types across 2 domains; O'Reilly Automotive, Inc. has 7 across 2.

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%

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

Eli Lilly and Company
O'Reilly Automotive, Inc.
Ticker / Exchange
LLY - New York Stock Exchange
ORLY - Nasdaq Global Select Market
Market cap (USD)
$935.6B
$76.5B
Gross margin (TTM)
83%
51.5%
Operating margin (TTM)
43.9%
19.3%
Net margin (TTM)
31%
14.2%
Sector
Healthcare
Consumer
Industry
Drug Manufacturers - General
Auto - Parts
HQ country
US
US
Primary segment
Cardiometabolic Health
DIY Aftermarket Retail
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
66 / 100
63 / 100
Moat domains
Legal, Supply
Supply, Demand
Last update
2026-01-05
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Eli Lilly and Company strengths

IP Choke PointCapacity MoatLearning Curve YieldOperational ExcellenceCompliance Advantage

O'Reilly Automotive, Inc. strengths

Supply Chain ControlPhysical Network DensityBrand TrustHabit DefaultScope EconomiesService Field NetworkProcurement Inertia

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%

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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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.