VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Eli Lilly and Company vs Rightmove plc

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)$955.3B
Gross margin (TTM)83%
Operating margin (TTM)43.9%
Net margin (TTM)31%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2026-01-08
Moat score
82/ 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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 82 / 100 for Eli Lilly and Company).
  • Segment focus: Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health); Rightmove plc has 3 segments (71.8% in Agency).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Eli Lilly and Company has 5 moat types across 3 domains; Rightmove plc has 5 across 2.

Primary market context

Eli Lilly and Company

Cardiometabolic Health

Market

Cardiometabolic pharmaceuticals (diabetes, obesity, and related metabolic diseases)

Geography

Global (with U.S. as the largest market)

Customer

Patients via prescribers and payers (commercial/government)

Role

Branded drug developer/manufacturer

Revenue share

65.5%

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

Eli Lilly and Company
Rightmove plc
Ticker / Exchange
LLY - New York Stock Exchange
RMV - London Stock Exchange
Market cap (USD)
$955.3B
$5.2B
Gross margin (TTM)
83%
n/a
Operating margin (TTM)
43.9%
n/a
Net margin (TTM)
31%
n/a
Sector
Healthcare
Real Estate
Industry
Drug Manufacturers - General
n/a
HQ country
US
GB
Primary segment
Cardiometabolic Health
Agency
Market structure
Oligopoly
Quasi-Monopoly
Market share
55%-59% (reported)
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
82 / 100
88 / 100
Moat domains
Legal, Supply, Demand
Network, Demand
Last update
2026-01-08
2026-01-09

Moat coverage

Shared moat types

No overlap yet.

Eli Lilly and Company strengths

IP Choke PointCapacity MoatReputation ReviewsRegulated Standards PipeCapex Knowhow Scale

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem ComplementsData Workflow Lockin

Segment mix

Eli Lilly and Company segments

Full profile >

Cardiometabolic Health

Oligopoly

65.5%

Oncology

Competitive

19.4%

Immunology

Oligopoly

9.8%

Neuroscience

Competitive

3.3%

Other

Competitive

2%

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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.