VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Brambles Limited vs CSL Limited

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

Brambles Limited

BXB · ASX

Market cap (USD)$32.9B
Gross margin (TTM)23.5%
Operating margin (TTM)19.2%
Net margin (TTM)13.1%
SectorIndustrials
IndustrySpecialty Business Services
CountryAU
Data as of2025-12-30
Moat score
71/ 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 Brambles Limited's moat claims, evidence, and risks.

View BXB analysis

CSL Limited

CSL · ASX

Market cap (USD)$74.4B
Gross margin (TTM)48.9%
Operating margin (TTM)23.3%
Net margin (TTM)14.9%
SectorHealthcare
IndustryBiotechnology
CountryAU
Data as of2026-01-02
Moat score
77/ 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 CSL Limited's moat claims, evidence, and risks.

View CSL analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 71 / 100 for Brambles Limited).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); CSL Limited has 3 segments (71.7% in CSL Behring).
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; CSL Limited has 7 across 3.

Primary market context

Brambles Limited

CHEP Americas

Market

Pallet pooling and reusable transport packaging pooling services

Geography

Americas (North America and Latin America)

Customer

Manufacturers, producers/growers, retailers, and logistics partners

Role

Pooling asset owner/operator and service provider

Revenue share

55%

CSL Limited

CSL Behring

Market

Plasma-derived therapies (immunoglobulins, albumin, coagulation factors) plus recombinant and gene therapies for rare and serious diseases

Geography

Global

Customer

Hospitals, specialty pharmacies, physicians; payers and national health systems

Role

Vertically integrated biopharma (plasma collection -> fractionation/manufacturing -> commercial distribution)

Revenue share

71.7%

Side-by-side metrics

Brambles Limited
CSL Limited
Ticker / Exchange
BXB - ASX
CSL - ASX
Market cap (USD)
$32.9B
$74.4B
Gross margin (TTM)
23.5%
48.9%
Operating margin (TTM)
19.2%
23.3%
Net margin (TTM)
13.1%
14.9%
Sector
Industrials
Healthcare
Industry
Specialty Business Services
Biotechnology
HQ country
AU
AU
Primary segment
CHEP Americas
CSL Behring
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
77 / 100
Moat domains
Supply, Demand, Financial
Supply, Legal, Demand
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Physical Network Density

Brambles Limited strengths

Scale Economies Unit CostSwitching Costs GeneralBenchmark Pricing Power

CSL Limited strengths

Supply Chain ControlOperational ExcellenceGovernment Contracting RelationshipsRegulated Standards PipeCapacity MoatProcurement Inertia

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

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.