VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Otis Worldwide Corporation vs Tesla, Inc.

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

Otis Worldwide Corporation

OTIS · New York Stock Exchange

Market cap (USD)$35.2B
Gross margin (TTM)30.4%
Operating margin (TTM)15.2%
Net margin (TTM)9.4%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-26
Moat score
67/ 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 Otis Worldwide Corporation's moat claims, evidence, and risks.

View OTIS analysis

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 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: Tesla, Inc. leads (75 / 100 vs 67 / 100 for Otis Worldwide Corporation).
  • Segment focus: Otis Worldwide Corporation has 2 segments (62.4% in Service); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Moat breadth: Otis Worldwide Corporation has 7 moat types across 2 domains; Tesla, Inc. has 9 across 3.

Primary market context

Otis Worldwide Corporation

Service

Market

Elevator and escalator maintenance, repair and modernization services

Geography

Global

Customer

Building owners, facility managers, housing associations, government agencies

Role

Service provider / modernizer

Revenue share

62.4%

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

78.9%

Side-by-side metrics

Otis Worldwide Corporation
Tesla, Inc.
Ticker / Exchange
OTIS - New York Stock Exchange
TSLA - NASDAQ
Market cap (USD)
$35.2B
$1.5T
Gross margin (TTM)
30.4%
17%
Operating margin (TTM)
15.2%
4.7%
Net margin (TTM)
9.4%
5.5%
Sector
Industrials
Consumer
Industry
Industrial - Machinery
Auto - Manufacturers
HQ country
US
US
Primary segment
Service
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Competitive
Competitive
Market share
n/a
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
75 / 100
Moat domains
Demand, Supply
Network, Supply, Demand
Last update
2025-12-26
2026-01-05

Moat coverage

Shared moat types

Brand TrustService Field NetworkData Workflow Lockin

Otis Worldwide Corporation strengths

Design In QualificationOperational ExcellenceInstalled Base ConsumablesLong Term Contracts

Tesla, Inc. strengths

Data Network EffectsCapex Knowhow ScalePhysical Network DensitySwitching Costs GeneralScope EconomiesScale Economies Unit Cost

Segment mix

Otis Worldwide Corporation segments

Full profile >

New Equipment

Competitive

37.6%

Service

Competitive

62.4%

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

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

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

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

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.