VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

L'Oreal S.A. vs Sika AG

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)$205.7B
Gross margin (TTM)74.1%
Operating margin (TTM)19.5%
Net margin (TTM)14.6%
SectorConsumer
IndustryHousehold & Personal Products
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

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: L'Oreal S.A. leads (80 / 100 vs 69 / 100 for Sika AG).
  • Segment focus: L'Oreal S.A. has 4 segments (37% in Consumer Products Division); Sika AG has 2 segments (85.5% in Construction).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: L'Oreal S.A. has 7 moat types across 3 domains; Sika AG has 6 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%

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

L'Oreal S.A.
Sika AG
Ticker / Exchange
OR - Euronext Paris
SIKA - SIX Swiss Exchange
Market cap (USD)
$205.7B
$33B
Gross margin (TTM)
74.1%
n/a
Operating margin (TTM)
19.5%
n/a
Net margin (TTM)
14.6%
n/a
Sector
Consumer
Materials
Industry
Household & Personal Products
n/a
HQ country
FR
CH
Primary segment
Consumer Products Division
Construction
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
80 / 100
69 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-31
2026-01-11

Moat coverage

Shared moat types

Brand TrustCapex Knowhow ScaleService Field NetworkCompliance Advantage

L'Oreal S.A. strengths

Distribution ControlContractual ExclusivityTraining Org Change Costs

Sika AG strengths

Physical Network DensityDesign In Qualification

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%

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.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.