VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

O'Reilly Automotive, Inc. vs Ferrari N.V.

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

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

Ferrari N.V.

RACE · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryNL
Data as of2025-12-31
Moat score
81/ 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 Ferrari N.V.'s moat claims, evidence, and risks.

View RACE analysis

Comparison highlights

  • Moat score gap: Ferrari N.V. leads (81 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail); Ferrari N.V. has 3 segments (85.8% in Cars and spare parts).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: O'Reilly Automotive, Inc. has 7 moat types across 2 domains; Ferrari N.V. has 5 across 3.

Primary market context

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%

Ferrari N.V.

Cars and spare parts

Market

Luxury performance cars and OEM spare parts/after-sales

Geography

Global

Customer

High-net-worth individuals and collectors; sales and service via authorized dealers

Role

OEM / brand owner with selective dealer distribution

Revenue share

85.8%

Side-by-side metrics

O'Reilly Automotive, Inc.
Ferrari N.V.
Ticker / Exchange
ORLY - Nasdaq Global Select Market
RACE - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Consumer
Consumer
HQ country
US
NL
Primary segment
DIY Aftermarket Retail
Cars and spare parts
Market structure
Oligopoly
Oligopoly
Market share
n/a
23% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
63 / 100
81 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal
Last update
2025-12-31
2025-12-31

Moat coverage

Shared moat types

Brand Trust

O'Reilly Automotive, Inc. strengths

Supply Chain ControlPhysical Network DensityHabit DefaultScope EconomiesService Field NetworkProcurement Inertia

Ferrari N.V. strengths

Capacity MoatDistribution ControlInstalled Base ConsumablesIP Choke Point

Segment mix

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

Ferrari N.V. segments

Full profile >

Cars and spare parts

Oligopoly

85.8%

Sponsorship, commercial and brand

Competitive

10%

Other

Competitive

4.2%

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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.