WIDE MOAT STOCKS COMPARISON

Checking

Stock Comparison

O'Reilly Automotive, Inc. vs Tesla, 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)$72.8B
Gross margin (TTM)51.6%
Operating margin (TTM)19.6%
Net margin (TTM)14.3%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-08-23
Moat score
78/ 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

Tesla, Inc.

TSLA · Nasdaq Global Select Market

Market cap (USD)$1.4T
Gross margin (TTM)18.9%
Operating margin (TTM)4.2%
Net margin (TTM)3.7%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-08-23
Moat score
64/ 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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

Comparison highlights

  • Moat score gap: O'Reilly Automotive, Inc. leads (78 / 100 vs 64 / 100 for Tesla, Inc.).
  • Segment focus: O'Reilly Automotive, Inc. has 2 segments (51.4% in Professional (B2B) Aftermarket Distribution); Tesla, Inc. has 3 segments (72.7% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Moat breadth: O'Reilly Automotive, Inc. has 3 moat types across 1 domains; Tesla, Inc. has 4 across 2.

Primary market context

O'Reilly Automotive, Inc.

Professional (B2B) Aftermarket Distribution

Market

Automotive aftermarket parts distribution to professional service providers (repair shops, fleets, body shops)

Geography

United States, Puerto Rico, Mexico, Canada

Customer

Professional service providers and installers

Role

Retailer-distributor with local delivery and account management

Revenue share

51.4%

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

72.7%

Side-by-side metrics

O'Reilly Automotive, Inc.
Tesla, Inc.
Ticker / Exchange
ORLY - Nasdaq Global Select Market
TSLA - Nasdaq Global Select Market
Market cap (USD)
$72.8B
$1.4T
Gross margin (TTM)
51.6%
18.9%
Operating margin (TTM)
19.6%
4.2%
Net margin (TTM)
14.3%
3.7%
Sector
Consumer
Consumer
Industry
Specialty Retail
Auto - Manufacturers
HQ country
US
US
Primary segment
Professional (B2B) Aftermarket Distribution
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Competitive
Competitive
Market share
n/a
47.9% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
64 / 100
Moat domains
Supply
Network, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Physical Network Density

O'Reilly Automotive, Inc. strengths

Supply Chain ControlService Field Network

Tesla, Inc. strengths

Data Network EffectsScope EconomiesScale Economies Unit Cost

Segment mix

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

48.6%

Professional (B2B) Aftermarket Distribution

Competitive

51.4%

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

72.7%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

16.2%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

11.1%

Act on this comparison

Turn a two-stock debate into a systemSee the systematic rankings that surface stocks like ORLY and TSLA, with backtests and current holdings.

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

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.