VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Brambles Limited vs NIKE, 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

NIKE, Inc.

NKE · New York Stock Exchange

Market cap (USD)$84.6B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
70/ 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 NIKE, Inc.'s moat claims, evidence, and risks.

View NKE analysis

Comparison highlights

  • Moat score gap: Brambles Limited leads (71 / 100 vs 70 / 100 for NIKE, Inc.).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); NIKE, Inc. has 3 segments (57.8% in Wholesale).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; NIKE, Inc. has 6 across 4.

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%

NIKE, Inc.

Wholesale

Market

Branded athletic & casual footwear/apparel wholesale distribution

Geography

Global

Customer

Retailers, distributors, licensees

Role

Brand owner / wholesaler

Revenue share

57.8%

Side-by-side metrics

Brambles Limited
NIKE, Inc.
Ticker / Exchange
BXB - ASX
NKE - New York Stock Exchange
Market cap (USD)
$26B
$84.6B
Sector
Industrials
Consumer
HQ country
AU
US
Primary segment
CHEP Americas
Wholesale
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
70 / 100
Moat domains
Supply, Demand, Financial
Demand, Supply, Network, Legal
Last update
2025-12-30
2025-12-23

Moat coverage

Shared moat types

Scale Economies Unit Cost

Brambles Limited strengths

Physical Network DensitySwitching Costs GeneralBenchmark Pricing Power

NIKE, Inc. strengths

Brand TrustProcurement InertiaDistribution ControlEcosystem ComplementsIP Choke Point

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

NIKE, Inc. segments

Full profile >

Wholesale

Competitive

57.8%

Direct to Consumer (DTC)

Competitive

42.1%

Brand licensing & other

Competitive

0.2%

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.