VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Broadcom Inc. vs Carlisle Companies Incorporated

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

Broadcom Inc.

AVGO · NASDAQ Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Broadcom Inc.'s moat claims, evidence, and risks.

View AVGO analysis

Carlisle Companies Incorporated

CSL · New York Stock Exchange

Market cap (USD)$13.8B
SectorIndustrials
CountryUS
Data as of2025-12-27
Moat score
61/ 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 Carlisle Companies Incorporated's moat claims, evidence, and risks.

View CSL analysis

Comparison highlights

  • Moat score gap: Broadcom Inc. leads (66 / 100 vs 61 / 100 for Carlisle Companies Incorporated).
  • Segment focus: Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions); Carlisle Companies Incorporated has 2 segments (74% in Carlisle Construction Materials (CCM)).
  • Moat breadth: Broadcom Inc. has 8 moat types across 4 domains; Carlisle Companies Incorporated has 4 across 2.

Primary market context

Broadcom Inc.

Semiconductor Solutions

Market

Fabless semiconductor solutions (data center and AI networking/custom silicon, connectivity, broadband, storage, industrial) plus semiconductor IP licensing

Geography

Global

Customer

Hyperscalers, OEMs, and contract manufacturers; sold via direct sales and distributors

Role

Fabless chip designer and IP licensor; outsources most wafer manufacturing and assembly/test

Revenue share

57.7%

Carlisle Companies Incorporated

Carlisle Construction Materials (CCM)

Market

Commercial roofing systems (single-ply membranes, insulation, accessories) and architectural metal roofing/wall systems

Geography

Primarily United States; also Europe

Customer

Contractors, building owners, distributors

Role

Manufacturer and system supplier

Revenue share

74%

Side-by-side metrics

Broadcom Inc.
Carlisle Companies Incorporated
Ticker / Exchange
AVGO - NASDAQ Global Select Market
CSL - New York Stock Exchange
Market cap (USD)
n/a
$13.8B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Semiconductor Solutions
Carlisle Construction Materials (CCM)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
61 / 100
Moat domains
Demand, Supply, Legal, Network
Demand, Supply
Last update
2025-12-30
2025-12-27

Moat coverage

Shared moat types

Switching Costs GeneralSuite Bundling

Broadcom Inc. strengths

Design In QualificationKeystone ComponentSupply Chain ControlIP Choke PointLong Term ContractsEcosystem Complements

Carlisle Companies Incorporated strengths

Distribution ControlOperational Excellence

Segment mix

Broadcom Inc. segments

Full profile >

Semiconductor Solutions

Oligopoly

57.7%

Infrastructure Software

Oligopoly

42.3%

Carlisle Companies Incorporated segments

Full profile >

Carlisle Construction Materials (CCM)

Oligopoly

74%

Carlisle Weatherproofing Technologies (CWT)

Competitive

26%

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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.