VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Brambles Limited vs Manhattan Associates, 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
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

Manhattan Associates, Inc.

MANH · The Nasdaq Stock Market LLC

Market cap (USD)$10.6B
SectorTechnology
CountryUS
Data as of2025-12-28
Moat score
56/ 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 Manhattan Associates, Inc.'s moat claims, evidence, and risks.

View MANH analysis

Comparison highlights

  • Moat score gap: Brambles Limited leads (71 / 100 vs 56 / 100 for Manhattan Associates, Inc.).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); Manhattan Associates, Inc. has 4 segments (50.4% in Professional services (implementation, consulting, training)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; Manhattan Associates, Inc. has 7 across 1.

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%

Manhattan Associates, Inc.

Professional services (implementation, consulting, training)

Market

Supply chain & omnichannel software implementation and consulting services

Geography

Global

Customer

Enterprises implementing or expanding supply chain/omnichannel systems

Role

Implementation and advisory services provider

Revenue share

50.4%

Side-by-side metrics

Brambles Limited
Manhattan Associates, Inc.
Ticker / Exchange
BXB - ASX
MANH - The Nasdaq Stock Market LLC
Market cap (USD)
$26B
$10.6B
Sector
Industrials
Technology
HQ country
AU
US
Primary segment
CHEP Americas
Professional services (implementation, consulting, training)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
71 / 100
56 / 100
Moat domains
Supply, Demand, Financial
Demand
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Switching Costs General

Brambles Limited strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing Power

Manhattan Associates, Inc. strengths

Suite BundlingData Workflow LockinLong Term ContractsReputation ReviewsProcurement InertiaInstalled Base Consumables

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

Manhattan Associates, Inc. segments

Full profile >

Cloud subscriptions (Manhattan Active SaaS)

Oligopoly

32.4%

Professional services (implementation, consulting, training)

Competitive

50.4%

Maintenance and support (legacy perpetual licenses)

Monopoly

13.3%

Perpetual licenses and hardware

Competitive

4%

Want the full wide moat stocks list?

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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.