VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Brambles Limited vs O'Reilly Automotive, 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

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
63/ 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 O'Reilly Automotive, Inc.'s moat claims, evidence, and risks.

View ORLY analysis

Comparison highlights

  • Moat score gap: Brambles Limited leads (71 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail).
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; O'Reilly Automotive, Inc. has 7 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%

O'Reilly Automotive, Inc.

DIY Aftermarket Retail

Market

Specialty automotive aftermarket parts retail (DIY channel)

Geography

United States, Puerto Rico, Mexico, Canada

Customer

Consumers (do-it-yourself vehicle owners)

Role

Specialty retailer

Revenue share

52%

Side-by-side metrics

Brambles Limited
O'Reilly Automotive, Inc.
Ticker / Exchange
BXB - ASX
ORLY - Nasdaq Global Select Market
Market cap (USD)
$26B
n/a
Sector
Industrials
Consumer
HQ country
AU
US
Primary segment
CHEP Americas
DIY Aftermarket Retail
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
63 / 100
Moat domains
Supply, Demand, Financial
Supply, Demand
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Physical Network Density

Brambles Limited strengths

Scale Economies Unit CostSwitching Costs GeneralBenchmark Pricing Power

O'Reilly Automotive, Inc. strengths

Supply Chain ControlBrand TrustHabit DefaultScope EconomiesService Field NetworkProcurement Inertia

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

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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.