VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Air Liquide S.A. vs Amcor plc

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

Air Liquide S.A.

AI · Euronext Paris

Market cap (USD)$91.6B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
IndustryChemicals - Specialty
CountryFR
Data as of2026-01-08
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 Air Liquide S.A.'s moat claims, evidence, and risks.

View AI analysis

Amcor plc

AMCR · New York Stock Exchange

Market cap (USD)$20B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
Industry
CountryJE
Data as of2026-01-11
Moat score
47/ 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 Amcor plc's moat claims, evidence, and risks.

View AMCR analysis

Comparison highlights

  • Moat score gap: Air Liquide S.A. leads (58 / 100 vs 47 / 100 for Amcor plc).
  • Segment focus: Air Liquide S.A. has 6 segments (44% in Industrial Merchant); Amcor plc has 2 segments (72.4% in Global Flexible Packaging Solutions).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Air Liquide S.A. has 12 moat types across 3 domains; Amcor plc has 5 across 2.

Primary market context

Air Liquide S.A.

Industrial Merchant

Market

Merchant industrial and medical gases distribution (cylinders, bulk liquids) plus related equipment and services

Geography

Global (local/regional distribution markets)

Customer

SMEs and mid-market industrial customers, contractors, labs, and public sector buyers

Role

Distributor + producer (last-mile logistics, cylinder assets, bulk delivery)

Revenue share

44%

Amcor plc

Global Flexible Packaging Solutions

Market

Flexible packaging (polymer resin, aluminum, and fiber-based) for food & beverage, healthcare, and consumer packaged goods

Geography

Global

Customer

Brand owners and converters serving nutrition, health, beauty and wellness end markets

Role

Packaging manufacturer / converter

Revenue share

72.4%

Side-by-side metrics

Air Liquide S.A.
Amcor plc
Ticker / Exchange
AI - Euronext Paris
AMCR - New York Stock Exchange
Market cap (USD)
$91.6B
$20B
Gross margin (TTM)
n/a
n/a
Operating margin (TTM)
n/a
n/a
Net margin (TTM)
n/a
n/a
Sector
Materials
Materials
Industry
Chemicals - Specialty
n/a
HQ country
FR
JE
Primary segment
Industrial Merchant
Global Flexible Packaging Solutions
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
58 / 100
47 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand
Last update
2026-01-08
2026-01-11

Moat coverage

Shared moat types

Physical Network DensityOperational ExcellenceService Field NetworkDesign In QualificationCapex Knowhow Scale

Air Liquide S.A. strengths

Long Term ContractsScale Economies Unit CostDistribution ControlCompliance AdvantageSupply Chain ControlIP Choke PointScope Economies

Amcor plc strengths

No unique moat types yet.

Segment mix

Air Liquide S.A. segments

Full profile >

Large Industries

Oligopoly

26%

Industrial Merchant

Competitive

44%

Healthcare

Competitive

16%

Electronics

Oligopoly

9%

Engineering & Construction

Competitive

2%

Global Markets & Technologies

Competitive

3%

Amcor plc segments

Full profile >

Global Flexible Packaging Solutions

Competitive

72.4%

Global Rigid Packaging Solutions

Competitive

27.6%

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.