VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Amcor plc vs Ecolab Inc.

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

Ecolab Inc.

ECL · New York Stock Exchange

Market cap (USD)$77B
Gross margin (TTM)44.3%
Operating margin (TTM)17.3%
Net margin (TTM)12.5%
SectorMaterials
IndustryChemicals - Specialty
CountryUS
Data as of2026-01-01
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 Ecolab Inc.'s moat claims, evidence, and risks.

View ECL analysis

Comparison highlights

  • Moat score gap: Ecolab Inc. leads (63 / 100 vs 47 / 100 for Amcor plc).
  • Segment focus: Amcor plc has 2 segments (72.4% in Global Flexible Packaging Solutions); Ecolab Inc. has 4 segments (49.5% in Global Industrial).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Amcor plc has 5 moat types across 2 domains; Ecolab Inc. has 7 across 3.

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%

Ecolab Inc.

Global Industrial

Market

Industrial water treatment & process chemistry (incl. food & beverage processing and pulp & paper process aids)

Geography

Global

Customer

B2B

Role

formulator + on-site service/optimization provider

Revenue share

49.5%

Side-by-side metrics

Amcor plc
Ecolab Inc.
Ticker / Exchange
AMCR - New York Stock Exchange
ECL - New York Stock Exchange
Market cap (USD)
$20B
$77B
Gross margin (TTM)
n/a
44.3%
Operating margin (TTM)
n/a
17.3%
Net margin (TTM)
n/a
12.5%
Sector
Materials
Materials
Industry
n/a
Chemicals - Specialty
HQ country
JE
US
Primary segment
Global Flexible Packaging Solutions
Global Industrial
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
Last update
2026-01-11
2026-01-01

Moat coverage

Shared moat types

Service Field Network

Amcor plc strengths

Capex Knowhow ScaleDesign In QualificationPhysical Network DensityOperational Excellence

Ecolab Inc. strengths

Data Workflow LockinCompliance AdvantageInstalled Base ConsumablesLong Term ContractsTraining Org Change CostsBrand Trust

Segment mix

Amcor plc segments

Full profile >

Global Flexible Packaging Solutions

Competitive

72.4%

Global Rigid Packaging Solutions

Competitive

27.6%

Ecolab Inc. segments

Full profile >

Global Industrial

Oligopoly

49.5%

Global Institutional & Specialty

Oligopoly

34.1%

Global Healthcare & Life Sciences

Oligopoly

9%

Global Pest Elimination

Oligopoly

7.4%

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.