VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Brambles Limited vs Sika AG

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

Brambles Limited

BXB · ASX

Market cap (USD)$30.8B
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

Sika AG

SIKA · SIX Swiss Exchange

Market cap (USD)$33B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
Industry
CountryCH
Data as of2026-01-11
Moat score
69/ 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 Sika AG's moat claims, evidence, and risks.

View SIKA analysis

Comparison highlights

  • Moat score gap: Brambles Limited leads (71 / 100 vs 69 / 100 for Sika AG).
  • Segment focus: Brambles Limited has 3 segments (55% in CHEP Americas); Sika AG has 2 segments (85.5% in Construction).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Brambles Limited has 4 moat types across 3 domains; Sika AG has 6 across 3.

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%

Sika AG

Construction

Market

Construction chemicals and building finishing systems (concrete admixtures, waterproofing, roofing, flooring, repair, sealants/adhesives)

Geography

Global

Customer

B2B: contractors, installers, distributors/building-material channels, ready-mix and concrete producers, asset owners

Role

Specialty chemicals manufacturer + system provider (specification + application support)

Revenue share

85.5%

Side-by-side metrics

Brambles Limited
Sika AG
Ticker / Exchange
BXB - ASX
SIKA - SIX Swiss Exchange
Market cap (USD)
$30.8B
$33B
Gross margin (TTM)
27.1%
n/a
Operating margin (TTM)
19.3%
n/a
Net margin (TTM)
12.3%
n/a
Sector
Industrials
Materials
Industry
Specialty Business Services
n/a
HQ country
AU
CH
Primary segment
CHEP Americas
Construction
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
69 / 100
Moat domains
Supply, Demand, Financial
Supply, Demand, Legal
Last update
2025-12-30
2026-01-11

Moat coverage

Shared moat types

Physical Network Density

Brambles Limited strengths

Scale Economies Unit CostSwitching Costs GeneralBenchmark Pricing Power

Sika AG strengths

Brand TrustService Field NetworkCompliance AdvantageCapex Knowhow ScaleDesign In Qualification

Segment mix

Brambles Limited segments

Full profile >

CHEP Americas

Oligopoly

55%

CHEP EMEA

Oligopoly

36.7%

CHEP Asia-Pacific

Oligopoly

8.3%

Sika AG segments

Full profile >

Construction

Competitive

85.5%

Automotive & Industry

Oligopoly

14.5%

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.