VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Parker-Hannifin Corporation vs Ulta Beauty, Inc.

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

Parker-Hannifin Corporation

PH · New York Stock Exchange

Market cap (USD)$117.7B
Gross margin (TTM)37.1%
Operating margin (TTM)20.8%
Net margin (TTM)18.2%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-31
Moat score
71/ 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 Parker-Hannifin Corporation's moat claims, evidence, and risks.

View PH analysis

Ulta Beauty, Inc.

ULTA · NASDAQ

Market cap (USD)$29.9B
Gross margin (TTM)39.2%
Operating margin (TTM)13.2%
Net margin (TTM)9.9%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-01-06
Moat score
58/ 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 Ulta Beauty, Inc.'s moat claims, evidence, and risks.

View ULTA analysis

Comparison highlights

  • Moat score gap: Parker-Hannifin Corporation leads (71 / 100 vs 58 / 100 for Ulta Beauty, Inc.).
  • Segment focus: Parker-Hannifin Corporation has 2 segments (68.8% in Diversified Industrial); Ulta Beauty, Inc. has 3 segments (94% in Beauty Products Retail).
  • Moat breadth: Parker-Hannifin Corporation has 5 moat types across 2 domains; Ulta Beauty, Inc. has 8 across 5.

Primary market context

Parker-Hannifin Corporation

Diversified Industrial

Market

Motion and control components & systems (industrial and mobile applications)

Geography

Global

Customer

OEMs and industrial distributors/aftermarket channels

Role

Component and system designer/manufacturer with aftermarket support

Revenue share

68.8%

Ulta Beauty, Inc.

Beauty Products Retail

Market

U.S. beauty products retail (specialty omnichannel beauty retailer)

Geography

United States

Customer

Consumers (end-users) shopping in-store and online

Role

Specialty retailer / distributor

Revenue share

94%

Side-by-side metrics

Parker-Hannifin Corporation
Ulta Beauty, Inc.
Ticker / Exchange
PH - New York Stock Exchange
ULTA - NASDAQ
Market cap (USD)
$117.7B
$29.9B
Gross margin (TTM)
37.1%
39.2%
Operating margin (TTM)
20.8%
13.2%
Net margin (TTM)
18.2%
9.9%
Sector
Industrials
Consumer
Industry
Industrial - Machinery
Specialty Retail
HQ country
US
US
Primary segment
Diversified Industrial
Beauty Products Retail
Market structure
Competitive
Competitive
Market share
n/a
8%-10% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
58 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal, Network, Financial
Last update
2025-12-31
2026-01-06

Moat coverage

Shared moat types

No overlap yet.

Parker-Hannifin Corporation strengths

Distribution ControlDesign In QualificationScope EconomiesOperational ExcellenceInstalled Base Consumables

Ulta Beauty, Inc. strengths

Switching Costs GeneralPhysical Network DensityContractual ExclusivityPreferential Input AccessSuite BundlingData Network EffectsTwo Sided NetworkFloat Prepayment

Segment mix

Parker-Hannifin Corporation segments

Full profile >

Diversified Industrial

Competitive

68.8%

Aerospace Systems

Oligopoly

31.2%

Ulta Beauty, Inc. segments

Full profile >

Beauty Products Retail

Competitive

94%

Beauty Services

Competitive

4%

Platform Monetization (Retail Media, Credit Cards, Partner Royalties, Deferred Revenue)

Competitive

2%

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.