VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

NXP Semiconductors N.V. vs O'Reilly Automotive, Inc.

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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$57.6B
SectorTechnology
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)
SectorConsumer
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: NXP Semiconductors N.V. leads (64 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: NXP Semiconductors N.V. has 4 segments (56.7% in Automotive); O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail).
  • Moat breadth: NXP Semiconductors N.V. has 8 moat types across 4 domains; O'Reilly Automotive, Inc. has 7 across 2.

Primary market context

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

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

NXP Semiconductors N.V.
O'Reilly Automotive, Inc.
Ticker / Exchange
NXPI - The Nasdaq Global Select Market
ORLY - Nasdaq Global Select Market
Market cap (USD)
$57.6B
n/a
Sector
Technology
Consumer
HQ country
NL
US
Primary segment
Automotive
DIY Aftermarket Retail
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
63 / 100
Moat domains
Demand, Supply, Network, Legal
Supply, Demand
Last update
2025-12-22
2025-12-31

Moat coverage

Shared moat types

Procurement InertiaScope Economies

NXP Semiconductors N.V. strengths

Design In QualificationTraining Org Change CostsCapacity MoatEcosystem ComplementsCapex Knowhow ScaleCompliance Advantage

O'Reilly Automotive, Inc. strengths

Supply Chain ControlPhysical Network DensityBrand TrustHabit DefaultService Field Network

Segment mix

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

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.