VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Martin Marietta Materials, Inc. vs O'Reilly Automotive, Inc.

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

Martin Marietta Materials, Inc.

MLM · NYSE

Market cap (USD)$37.9B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
IndustryConstruction Materials
CountryUS
Data as of2026-01-01
Moat score
78/ 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 Martin Marietta Materials, Inc.'s moat claims, evidence, and risks.

View MLM analysis

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)$76.8B
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: Martin Marietta Materials, Inc. leads (78 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: Martin Marietta Materials, Inc. has 3 segments (52.4% in East Group); 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: Martin Marietta Materials, Inc. has 4 moat types across 2 domains; O'Reilly Automotive, Inc. has 7 across 2.

Primary market context

Martin Marietta Materials, Inc.

East Group

Market

Construction aggregates and asphalt products (crushed stone, sand & gravel; asphalt) in local/regional markets

Geography

United States (East/Southeast and adjacent regions)

Customer

Infrastructure agencies, construction contractors, and downstream materials producers (asphalt/ready-mix)

Role

Quarry/mining operator and building materials producer/distributor

Revenue share

52.4%

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

Martin Marietta Materials, Inc.
O'Reilly Automotive, Inc.
Ticker / Exchange
MLM - NYSE
ORLY - Nasdaq Global Select Market
Market cap (USD)
$37.9B
$76.8B
Gross margin (TTM)
n/a
51.5%
Operating margin (TTM)
n/a
19.3%
Net margin (TTM)
n/a
14.2%
Sector
Materials
Consumer
Industry
Construction Materials
Auto - Parts
HQ country
US
US
Primary segment
East Group
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
78 / 100
63 / 100
Moat domains
Supply, Financial
Supply, Demand
Last update
2026-01-01
2025-12-31

Moat coverage

Shared moat types

Physical Network Density

Martin Marietta Materials, Inc. strengths

Geographic NaturalBenchmark Pricing PowerCapex Knowhow Scale

O'Reilly Automotive, Inc. strengths

Supply Chain ControlBrand TrustHabit DefaultScope EconomiesService Field NetworkProcurement Inertia

Segment mix

Martin Marietta Materials, Inc. segments

Full profile >

East Group

Oligopoly

52.4%

West Group

Oligopoly

40.9%

Specialties (formerly Magnesia Specialties)

Oligopoly

6.7%

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

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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.