VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Brambles Limited vs Old Dominion Freight Line, Inc.

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

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$42.1B
Gross margin (TTM)32.2%
Operating margin (TTM)24.8%
Net margin (TTM)18.6%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: Brambles Limited leads (71 / 100 vs 70 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; Old Dominion Freight Line, Inc. has 6 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%

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

Side-by-side metrics

Brambles Limited
Old Dominion Freight Line, Inc.
Ticker / Exchange
BXB - ASX
ODFL - NASDAQ
Market cap (USD)
$32.9B
$42.1B
Gross margin (TTM)
23.5%
32.2%
Operating margin (TTM)
19.2%
24.8%
Net margin (TTM)
13.1%
18.6%
Sector
Industrials
Industrials
Industry
Specialty Business Services
Trucking
HQ country
AU
US
Primary segment
CHEP Americas
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-13% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
70 / 100
Moat domains
Supply, Demand, Financial
Supply, Demand
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

Physical Network DensityScale Economies Unit Cost

Brambles Limited strengths

Switching Costs GeneralBenchmark Pricing Power

Old Dominion Freight Line, Inc. strengths

Operational ExcellenceBrand TrustData Workflow LockinSuite Bundling

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

Want the full wide moat stocks list?

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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.