VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Amcor plc vs DSM-Firmenich AG

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

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

DSM-Firmenich AG

DSFIR · Euronext Amsterdam

Market cap (USD)$17.9B
Gross margin (TTM)34.1%
Operating margin (TTM)9.2%
Net margin (TTM)5.5%
SectorMaterials
IndustryHousehold & Personal Products
CountryCH
Data as of2025-12-29
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 DSM-Firmenich AG's moat claims, evidence, and risks.

View DSFIR analysis

Comparison highlights

  • Moat score gap: DSM-Firmenich AG leads (63 / 100 vs 47 / 100 for Amcor plc).
  • Segment focus: Amcor plc has 2 segments (72.4% in Global Flexible Packaging Solutions); DSM-Firmenich AG has 4 segments (31% in Perfumery & Beauty).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Amcor plc has 5 moat types across 2 domains; DSM-Firmenich AG has 10 across 4.

Primary market context

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%

DSM-Firmenich AG

Perfumery & Beauty

Market

B2B fragrances, perfumery ingredients, and beauty ingredients

Geography

Global

Customer

Consumer brands (fine fragrance, personal care, home care) and beauty brands

Role

Ingredient supplier / fragrance house (co-creation + ingredient palette)

Revenue share

31%

Side-by-side metrics

Amcor plc
DSM-Firmenich AG
Ticker / Exchange
AMCR - New York Stock Exchange
DSFIR - Euronext Amsterdam
Market cap (USD)
$20B
$17.9B
Gross margin (TTM)
n/a
34.1%
Operating margin (TTM)
n/a
9.2%
Net margin (TTM)
n/a
5.5%
Sector
Materials
Materials
Industry
n/a
Household & Personal Products
HQ country
JE
CH
Primary segment
Global Flexible Packaging Solutions
Perfumery & Beauty
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
47 / 100
63 / 100
Moat domains
Supply, Demand
Supply, Demand, Legal, Network
Last update
2026-01-11
2025-12-29

Moat coverage

Shared moat types

Service Field NetworkDesign In Qualification

Amcor plc strengths

Capex Knowhow ScalePhysical Network DensityOperational Excellence

DSM-Firmenich AG strengths

Supply Chain ControlTraining Org Change CostsIP Choke PointScope EconomiesLearning Curve YieldCompliance AdvantageEcosystem ComplementsData Workflow Lockin

Segment mix

Amcor plc segments

Full profile >

Global Flexible Packaging Solutions

Competitive

72.4%

Global Rigid Packaging Solutions

Competitive

27.6%

DSM-Firmenich AG segments

Full profile >

Perfumery & Beauty

Oligopoly

31%

Taste, Texture & Health

Oligopoly

25.4%

Health, Nutrition & Care

Competitive

17.3%

Animal Nutrition & Health

Competitive

26%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.