VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Brambles Limited vs Ecolab Inc.

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

Brambles Limited

BXB · ASX

Market cap (USD)$26B
Gross margin (TTM)27.1%
Operating margin (TTM)19.3%
Net margin (TTM)12.3%
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

Ecolab Inc.

ECL · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)44.3%
Operating margin (TTM)17.3%
Net margin (TTM)12.5%
SectorMaterials
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: Brambles Limited leads (71 / 100 vs 63 / 100 for Ecolab Inc.).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); Ecolab Inc. has 4 segments (49.5% in Global Industrial).
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; Ecolab Inc. 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%

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

Brambles Limited
Ecolab Inc.
Ticker / Exchange
BXB - ASX
ECL - New York Stock Exchange
Market cap (USD)
$26B
n/a
Gross margin (TTM)
27.1%
44.3%
Operating margin (TTM)
19.3%
17.3%
Net margin (TTM)
12.3%
12.5%
Sector
Industrials
Materials
HQ country
AU
US
Primary segment
CHEP Americas
Global Industrial
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
63 / 100
Moat domains
Supply, Demand, Financial
Supply, Demand, Legal
Last update
2025-12-30
2026-01-01

Moat coverage

Shared moat types

No overlap yet.

Brambles Limited strengths

Physical Network DensityScale Economies Unit CostSwitching Costs GeneralBenchmark Pricing Power

Ecolab Inc. strengths

Service Field NetworkData Workflow LockinCompliance AdvantageInstalled Base ConsumablesLong Term ContractsTraining Org Change CostsBrand Trust

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

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.

View the moat stocks list

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.