VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

L'Oreal S.A. vs Zoetis Inc.

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

Zoetis Inc.

ZTS · New York Stock Exchange

Market cap (USD)$55.3B
SectorHealthcare
CountryUS
Data as of2025-12-26
Moat score
73/ 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 Zoetis Inc.'s moat claims, evidence, and risks.

View ZTS analysis

Comparison highlights

  • Moat score gap: L'Oreal S.A. leads (80 / 100 vs 73 / 100 for Zoetis Inc.).
  • Segment focus: L'Oreal S.A. has 4 segments (37% in Consumer Products Division); Zoetis Inc. has 3 segments (67.8% in Companion Animal Products).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: L'Oreal S.A. has 7 moat types across 3 domains; Zoetis Inc. has 9 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%

Zoetis Inc.

Companion Animal Products

Market

Companion animal veterinary medicines, vaccines and diagnostics

Geography

Global

Customer

Veterinarians, veterinary clinics, pet owners (via prescription/retail)

Role

Manufacturer and marketer

Revenue share

67.8%

Side-by-side metrics

L'Oreal S.A.
Zoetis Inc.
Ticker / Exchange
OR - Euronext Paris
ZTS - New York Stock Exchange
Market cap (USD)
n/a
$55.3B
Sector
Consumer
Healthcare
HQ country
FR
US
Primary segment
Consumer Products Division
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
80 / 100
73 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal
Last update
2025-12-31
2025-12-26

Moat coverage

Shared moat types

Brand TrustDistribution ControlService Field NetworkCompliance Advantage

L'Oreal S.A. strengths

Capex Knowhow ScaleContractual ExclusivityTraining Org Change Costs

Zoetis Inc. strengths

Regulated Standards PipeIP Choke PointInstalled Base ConsumablesCapacity MoatOperational Excellence

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%

Zoetis Inc. segments

Full profile >

Companion Animal Products

Oligopoly

67.8%

Livestock Products

Oligopoly

31.3%

Client Supply Services & Human Health

Competitive

0.9%

Want the full wide moat stocks list?

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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.