VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Amcor plc vs Linde plc

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

Linde plc

LIN · Nasdaq Stock Market

Market cap (USD)$207.4B
Gross margin (TTM)40.5%
Operating margin (TTM)27.2%
Net margin (TTM)21.2%
SectorMaterials
IndustryChemicals - Specialty
CountryIE
Data as of2025-12-29
Moat score
72/ 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 Linde plc's moat claims, evidence, and risks.

View LIN analysis

Comparison highlights

  • Moat score gap: Linde plc leads (72 / 100 vs 47 / 100 for Amcor plc).
  • Segment focus: Amcor plc has 2 segments (72.4% in Global Flexible Packaging Solutions); Linde plc has 4 segments (43.8% in Americas).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Amcor plc has 5 moat types across 2 domains; Linde plc has 5 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%

Linde plc

Americas

Market

Industrial gases (Americas)

Geography

Americas

Customer

B2B + healthcare

Role

Producer, distributor, on-site plant owner/operator

Revenue share

43.8%

Side-by-side metrics

Amcor plc
Linde plc
Ticker / Exchange
AMCR - New York Stock Exchange
LIN - Nasdaq Stock Market
Market cap (USD)
$20B
$207.4B
Gross margin (TTM)
n/a
40.5%
Operating margin (TTM)
n/a
27.2%
Net margin (TTM)
n/a
21.2%
Sector
Materials
Materials
Industry
n/a
Chemicals - Specialty
HQ country
JE
IE
Primary segment
Global Flexible Packaging Solutions
Americas
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
47 / 100
72 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal
Last update
2026-01-11
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow ScalePhysical Network Density

Amcor plc strengths

Service Field NetworkDesign In QualificationOperational Excellence

Linde plc strengths

Long Term ContractsScale Economies Unit CostIP Choke Point

Segment mix

Amcor plc segments

Full profile >

Global Flexible Packaging Solutions

Competitive

72.4%

Global Rigid Packaging Solutions

Competitive

27.6%

Linde plc segments

Full profile >

Americas

Oligopoly

43.8%

EMEA

Oligopoly

25.3%

APAC

Oligopoly

20.1%

Engineering

Competitive

7%

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.