VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

O'Reilly Automotive, Inc. vs SS&C Technologies Holdings, Inc.

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

SS&C Technologies Holdings, Inc.

SSNC · NASDAQ

Market cap (USD)$21.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-11
Moat score
68/ 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 SS&C Technologies Holdings, Inc.'s moat claims, evidence, and risks.

View SSNC analysis

Comparison highlights

  • Moat score gap: SS&C Technologies Holdings, Inc. leads (68 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail); SS&C Technologies Holdings, Inc. has 3 segments (82.3% in Software-enabled services).
  • Moat breadth: O'Reilly Automotive, Inc. has 7 moat types across 2 domains; SS&C Technologies Holdings, Inc. has 7 across 4.

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%

SS&C Technologies Holdings, Inc.

Software-enabled services

Market

Software-enabled outsourcing and subscription services for financial services and healthcare (fund administration, transfer agency, middle/back office BPO, managed IT)

Geography

Global

Customer

Financial services firms (asset/wealth managers, alternative managers, banks, insurers) and healthcare payers/administrators

Role

Service provider / outsourcer (SaaS + BPO)

Revenue share

82.3%

Side-by-side metrics

O'Reilly Automotive, Inc.
SS&C Technologies Holdings, Inc.
Ticker / Exchange
ORLY - Nasdaq Global Select Market
SSNC - NASDAQ
Market cap (USD)
$79.3B
$21.2B
Gross margin (TTM)
51.5%
n/a
Operating margin (TTM)
19.3%
n/a
Net margin (TTM)
14.2%
n/a
Sector
Consumer
Technology
Industry
Auto - Parts
n/a
HQ country
US
US
Primary segment
DIY Aftermarket Retail
Software-enabled services
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
68 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal, Network
Last update
2025-12-31
2026-01-11

Moat coverage

Shared moat types

No overlap yet.

O'Reilly Automotive, Inc. strengths

Supply Chain ControlPhysical Network DensityBrand TrustHabit DefaultScope EconomiesService Field NetworkProcurement Inertia

SS&C Technologies Holdings, Inc. strengths

Data Workflow LockinScale Economies Unit CostCompliance AdvantageSuite BundlingLong Term ContractsTwo Sided NetworkInteroperability Hub

Segment mix

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

SS&C Technologies Holdings, Inc. segments

Full profile >

Software-enabled services

Oligopoly

82.3%

License, maintenance and related

Oligopoly

17.7%

Funds network connectivity (Calastone)

Oligopoly

n/a

Want the full wide moat stocks list?

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

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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.