VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

O'Reilly Automotive, Inc. vs Sika AG

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)$79.3B
Gross margin (TTM)51.5%
Operating margin (TTM)19.3%
Net margin (TTM)14.2%
SectorConsumer
IndustryAuto - Parts
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

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: Sika AG leads (69 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail); Sika AG has 2 segments (85.5% in Construction).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: O'Reilly Automotive, Inc. has 7 moat types across 2 domains; Sika AG has 6 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%

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

O'Reilly Automotive, Inc.
Sika AG
Ticker / Exchange
ORLY - Nasdaq Global Select Market
SIKA - SIX Swiss Exchange
Market cap (USD)
$79.3B
$33B
Gross margin (TTM)
51.5%
n/a
Operating margin (TTM)
19.3%
n/a
Net margin (TTM)
14.2%
n/a
Sector
Consumer
Materials
Industry
Auto - Parts
n/a
HQ country
US
CH
Primary segment
DIY Aftermarket Retail
Construction
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
69 / 100
Moat domains
Supply, Demand
Supply, Demand, Legal
Last update
2025-12-31
2026-01-11

Moat coverage

Shared moat types

Physical Network DensityBrand TrustService Field Network

O'Reilly Automotive, Inc. strengths

Supply Chain ControlHabit DefaultScope EconomiesProcurement Inertia

Sika AG strengths

Compliance AdvantageCapex Knowhow ScaleDesign In Qualification

Segment mix

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

Sika AG segments

Full profile >

Construction

Competitive

85.5%

Automotive & Industry

Oligopoly

14.5%

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.