VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Brambles Limited vs Fastenal Company

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

Fastenal Company

FAST · NASDAQ

Market cap (USD)$53.1B
Gross margin (TTM)45%
Operating margin (TTM)20.2%
Net margin (TTM)15.4%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
Moat score
57/ 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 Fastenal Company's moat claims, evidence, and risks.

View FAST analysis

Comparison highlights

  • Moat score gap: Brambles Limited leads (71 / 100 vs 57 / 100 for Fastenal Company).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); Fastenal Company has 2 segments (55.7% in Core industrial & construction supplies distribution (branches, Onsite, eBusiness excl. FMI)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; Fastenal Company has 4 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%

Fastenal Company

Core industrial & construction supplies distribution (branches, Onsite, eBusiness excl. FMI)

Market

Wholesale distribution of industrial and construction supplies (fasteners, safety, tools, and other MRO/OEM consumables)

Geography

Primarily North America (with growing international presence)

Customer

Manufacturing (OEM and MRO), non-residential construction, and other commercial customers

Role

Distributor

Revenue share

55.7%

Side-by-side metrics

Brambles Limited
Fastenal Company
Ticker / Exchange
BXB - ASX
FAST - NASDAQ
Market cap (USD)
$32.9B
$53.1B
Gross margin (TTM)
23.5%
45%
Operating margin (TTM)
19.2%
20.2%
Net margin (TTM)
13.1%
15.4%
Sector
Industrials
Industrials
Industry
Specialty Business Services
Industrial - Distribution
HQ country
AU
US
Primary segment
CHEP Americas
Core industrial & construction supplies distribution (branches, Onsite, eBusiness excl. FMI)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
71 / 100
57 / 100
Moat domains
Supply, Demand, Financial
Supply, Demand
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

No overlap yet.

Brambles Limited strengths

Physical Network DensityScale Economies Unit CostSwitching Costs GeneralBenchmark Pricing Power

Fastenal Company strengths

Service Field NetworkData Workflow LockinProcurement InertiaOperational Excellence

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

Fastenal Company segments

Full profile >

Fastenal Managed Inventory (FMI)

Competitive

44.3%

Core industrial & construction supplies distribution (branches, Onsite, eBusiness excl. FMI)

Competitive

55.7%

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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.