VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Brambles Limited vs Diageo plc

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

Brambles Limited

BXB · ASX

Market cap (USD)$26B
SectorIndustrials
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

Diageo plc

DGE · London Stock Exchange

Market cap (USD)$48B
SectorConsumer
CountryGB
Data as of2025-12-30
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 Diageo plc's moat claims, evidence, and risks.

View DGE analysis

Comparison highlights

  • Moat score gap: Diageo plc leads (77 / 100 vs 71 / 100 for Brambles Limited).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); Diageo plc has 3 segments (76% in Spirits).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; Diageo plc has 3 across 2.

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%

Diageo plc

Spirits

Market

Branded premium spirits (whisky, tequila, vodka, gin, rum, liqueurs)

Geography

Global

Customer

Consumers via off-trade retailers and on-trade outlets; distributors/wholesalers and key accounts

Role

Brand owner and producer with route-to-market execution

Revenue share

76%

Side-by-side metrics

Brambles Limited
Diageo plc
Ticker / Exchange
BXB - ASX
DGE - London Stock Exchange
Market cap (USD)
$26B
$48B
Sector
Industrials
Consumer
HQ country
AU
GB
Primary segment
CHEP Americas
Spirits
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
71 / 100
77 / 100
Moat domains
Supply, Demand, Financial
Demand, Supply
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Brambles Limited strengths

Physical Network DensityScale Economies Unit CostSwitching Costs GeneralBenchmark Pricing Power

Diageo plc strengths

Brand TrustDistribution ControlCapacity Moat

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

Diageo plc segments

Full profile >

Spirits

Oligopoly

76%

Beer (Guinness and other beers)

Oligopoly

18%

Ready-to-Drink (RTDs)

Competitive

4%

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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.