VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Brambles Limited vs Lifco AB (publ)

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

Brambles Limited

BXB · ASX

Market cap (USD)$30.3B
Gross margin (TTM)27.1%
Operating margin (TTM)19.3%
Net margin (TTM)12.3%
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

Lifco AB (publ)

LIFCO-B · Nasdaq Stockholm

Market cap (USD)$152.8B
Gross margin (TTM)43.9%
Operating margin (TTM)18.4%
Net margin (TTM)12.8%
SectorIndustrials
IndustryConglomerates
CountrySE
Data as of2026-01-06
Moat score
58/ 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 Lifco AB (publ)'s moat claims, evidence, and risks.

View LIFCO-B analysis

Comparison highlights

  • Moat score gap: Brambles Limited leads (71 / 100 vs 58 / 100 for Lifco AB (publ)).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); Lifco AB (publ) has 3 segments (51.2% in Systems Solutions).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; Lifco AB (publ) has 8 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%

Lifco AB (publ)

Systems Solutions

Market

Niche B2B systems solutions (contract manufacturing, environmental technology, infrastructure products, special products, transportation products)

Geography

Primarily Europe; global customers where applicable

Customer

B2B OEMs and industrial customers

Role

Niche manufacturer and systems solution provider

Revenue share

51.2%

Side-by-side metrics

Brambles Limited
Lifco AB (publ)
Ticker / Exchange
BXB - ASX
LIFCO-B - Nasdaq Stockholm
Market cap (USD)
$30.3B
$152.8B
Gross margin (TTM)
27.1%
43.9%
Operating margin (TTM)
19.3%
18.4%
Net margin (TTM)
12.3%
12.8%
Sector
Industrials
Industrials
Industry
Specialty Business Services
Conglomerates
HQ country
AU
SE
Primary segment
CHEP Americas
Systems Solutions
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
58 / 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

Lifco AB (publ) strengths

Distribution ControlService Field NetworkInstalled Base ConsumablesData Workflow LockinCapex Knowhow ScaleBrand TrustDesign In QualificationOperational Excellence

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

Lifco AB (publ) segments

Full profile >

Dental

Oligopoly

24.1%

Demolition & Tools

Oligopoly

24.7%

Systems Solutions

Competitive

51.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

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.