VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

L'Oreal S.A. vs Sanofi

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

L'Oreal S.A.

OR · Euronext Paris

Market cap (USD)
SectorConsumer
CountryFR
Data as of2025-12-31
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 L'Oreal S.A.'s moat claims, evidence, and risks.

View OR analysis

Sanofi

SAN · Euronext Paris

Market cap (USD)
SectorHealthcare
CountryFR
Data as of2025-12-30
Moat score
74/ 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 Sanofi's moat claims, evidence, and risks.

View SAN analysis

Comparison highlights

  • Moat score gap: L'Oreal S.A. leads (80 / 100 vs 74 / 100 for Sanofi).
  • Segment focus: L'Oreal S.A. has 4 segments (37% in Consumer Products Division); Sanofi has 3 segments (79.8% in Pharma (Prescription Medicines)).
  • Moat breadth: L'Oreal S.A. has 7 moat types across 3 domains; Sanofi has 5 across 3.

Primary market context

L'Oreal S.A.

Consumer Products Division

Market

Mass-market beauty & personal care (skincare, haircare, makeup, hygiene)

Geography

Global

Customer

Consumers via mass retail, drugstores, supermarkets, and e-commerce

Role

Brand owner / marketer / manufacturer

Revenue share

37%

Sanofi

Pharma (Prescription Medicines)

Market

Branded prescription pharmaceuticals (immunology, rare disease, neurology, oncology, general medicines)

Geography

Global

Customer

Patients via payers/providers and channel partners (wholesalers, pharmacies, hospitals)

Role

Research-based drug developer, manufacturer, and marketer

Revenue share

79.8%

Side-by-side metrics

L'Oreal S.A.
Sanofi
Ticker / Exchange
OR - Euronext Paris
SAN - Euronext Paris
Market cap (USD)
n/a
n/a
Sector
Consumer
Healthcare
HQ country
FR
FR
Primary segment
Consumer Products Division
Pharma (Prescription Medicines)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
80 / 100
74 / 100
Moat domains
Demand, Supply, Legal
Legal, Supply, Demand
Last update
2025-12-31
2025-12-30

Moat coverage

Shared moat types

Brand TrustDistribution Control

L'Oreal S.A. strengths

Capex Knowhow ScaleContractual ExclusivityService Field NetworkCompliance AdvantageTraining Org Change Costs

Sanofi strengths

Regulated Standards PipeIP Choke PointLearning Curve Yield

Segment mix

L'Oreal S.A. segments

Full profile >

Consumer Products Division

Oligopoly

37%

L'Oreal Luxe Division

Oligopoly

36%

Dermatological Beauty Division

Oligopoly

16%

Professional Products Division

Oligopoly

11%

Sanofi segments

Full profile >

Pharma (Prescription Medicines)

Oligopoly

79.8%

Vaccines

Oligopoly

20.2%

Opella (Consumer Healthcare - Sanofi minority stake)

Competitive

n/a

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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.