VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Netflix, Inc. vs O'Reilly Automotive, Inc.

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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX 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: Netflix, Inc. leads (65 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail).
  • Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; O'Reilly Automotive, Inc. has 7 across 2.

Primary market context

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

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

Netflix, Inc.
O'Reilly Automotive, Inc.
Ticker / Exchange
NFLX - NASDAQ
ORLY - Nasdaq Global Select Market
Market cap (USD)
$387.5B
$76.5B
Gross margin (TTM)
48.1%
51.5%
Operating margin (TTM)
29.1%
19.3%
Net margin (TTM)
24.1%
14.2%
Sector
Communication Services
Consumer
Industry
Entertainment
Auto - Parts
HQ country
US
US
Primary segment
Streaming entertainment platform
DIY Aftermarket Retail
Market structure
Oligopoly
Oligopoly
Market share
8.2%-8.4% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
63 / 100
Moat domains
Network, Supply, Legal, Financial
Supply, Demand
Last update
2026-01-05
2025-12-31

Moat coverage

Shared moat types

Physical Network Density

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyFloat Prepayment

O'Reilly Automotive, Inc. strengths

Supply Chain ControlBrand TrustHabit DefaultScope EconomiesService Field NetworkProcurement Inertia

Segment mix

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

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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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.