VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

Stock Comparison

LVMH Moet Hennessy Louis Vuitton SE vs Sika AG

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

LVMH Moet Hennessy Louis Vuitton SE

MC · Euronext Paris

Market cap (USD)$323.7B
Gross margin (TTM)67.3%
Operating margin (TTM)23.2%
Net margin (TTM)14.8%
SectorConsumer
IndustryLuxury Goods
CountryFR
Data as of2025-12-30
Moat score
80/ 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 LVMH Moet Hennessy Louis Vuitton SE's moat claims, evidence, and risks.

View MC analysis

Sika AG

SIKA · SIX Swiss Exchange

Market cap (USD)$33B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
Industry
CountryCH
Data as of2026-01-11
Moat score
69/ 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 Sika AG's moat claims, evidence, and risks.

View SIKA analysis

Comparison highlights

  • Moat score gap: LVMH Moet Hennessy Louis Vuitton SE leads (80 / 100 vs 69 / 100 for Sika AG).
  • Segment focus: LVMH Moet Hennessy Louis Vuitton SE has 5 segments (48.5% in Fashion and Leather Goods); Sika AG has 2 segments (85.5% in Construction).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: LVMH Moet Hennessy Louis Vuitton SE has 9 moat types across 4 domains; Sika AG has 6 across 3.

Primary market context

LVMH Moet Hennessy Louis Vuitton SE

Fashion and Leather Goods

Market

Luxury fashion and leather goods

Geography

Global

Customer

Consumers via directly operated retail; selective wholesale

Role

Brand owner / design house / manufacturer / retailer

Revenue share

48.5%

Sika AG

Construction

Market

Construction chemicals and building finishing systems (concrete admixtures, waterproofing, roofing, flooring, repair, sealants/adhesives)

Geography

Global

Customer

B2B: contractors, installers, distributors/building-material channels, ready-mix and concrete producers, asset owners

Role

Specialty chemicals manufacturer + system provider (specification + application support)

Revenue share

85.5%

Side-by-side metrics

LVMH Moet Hennessy Louis Vuitton SE
Sika AG
Ticker / Exchange
MC - Euronext Paris
SIKA - SIX Swiss Exchange
Market cap (USD)
$323.7B
$33B
Gross margin (TTM)
67.3%
n/a
Operating margin (TTM)
23.2%
n/a
Net margin (TTM)
14.8%
n/a
Sector
Consumer
Materials
Industry
Luxury Goods
n/a
HQ country
FR
CH
Primary segment
Fashion and Leather Goods
Construction
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
80 / 100
69 / 100
Moat domains
Supply, Demand, Network, Legal
Supply, Demand, Legal
Last update
2025-12-30
2026-01-11

Moat coverage

Shared moat types

Capex Knowhow ScaleBrand TrustService Field NetworkPhysical Network Density

LVMH Moet Hennessy Louis Vuitton SE strengths

Distribution ControlGeographic NaturalKeystone ComponentTwo Sided NetworkConcession License

Sika AG strengths

Compliance AdvantageDesign In Qualification

Segment mix

LVMH Moet Hennessy Louis Vuitton SE segments

Full profile >

Fashion and Leather Goods

Oligopoly

48.5%

Wines and Spirits

Oligopoly

6.9%

Perfumes and Cosmetics

Oligopoly

9.9%

Watches and Jewelry

Oligopoly

12.5%

Selective Retailing

Oligopoly

21.6%

Sika AG segments

Full profile >

Construction

Competitive

85.5%

Automotive & Industry

Oligopoly

14.5%

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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Looking for expansion-stage stocks?

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.