VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

The Clorox Company vs PepsiCo, Inc.

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

The Clorox Company

CLX · New York Stock Exchange

Market cap (USD)$15.1B
Gross margin (TTM)44%
Operating margin (TTM)15.2%
Net margin (TTM)11.2%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-25
Moat score
57/ 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 The Clorox Company's moat claims, evidence, and risks.

View CLX analysis

PepsiCo, Inc.

PEP · Nasdaq Global Select Market

Market cap (USD)$225.5B
Gross margin (TTM)54.2%
Operating margin (TTM)12.2%
Net margin (TTM)8.8%
SectorConsumer
IndustryBeverages - Non-Alcoholic
CountryUS
Data as of2025-12-23
Moat score
72/ 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 PepsiCo, Inc.'s moat claims, evidence, and risks.

View PEP analysis

Comparison highlights

  • Moat score gap: PepsiCo, Inc. leads (72 / 100 vs 57 / 100 for The Clorox Company).
  • Segment focus: The Clorox Company has 9 segments (33% in Cleaning (U.S.)); PepsiCo, Inc. has 7 segments (27% in Frito-Lay North America (FLNA)).
  • Moat breadth: The Clorox Company has 4 moat types across 3 domains; PepsiCo, Inc. has 4 across 2.

Primary market context

The Clorox Company

Cleaning (U.S.)

Market

U.S. household cleaning & disinfecting products

Geography

United States

Customer

Consumers

Role

Brand owner / manufacturer

Revenue share

33%

PepsiCo, Inc.

Frito-Lay North America (FLNA)

Market

Branded convenient foods (salty snacks, dips and adjacent categories)

Geography

United States and Canada

Customer

Retailers, convenience stores, foodservice

Role

Branded manufacturer + distributor (DSD/warehouse/distributor networks)

Revenue share

27%

Side-by-side metrics

The Clorox Company
PepsiCo, Inc.
Ticker / Exchange
CLX - New York Stock Exchange
PEP - Nasdaq Global Select Market
Market cap (USD)
$15.1B
$225.5B
Gross margin (TTM)
44%
54.2%
Operating margin (TTM)
15.2%
12.2%
Net margin (TTM)
11.2%
8.8%
Sector
Consumer
Consumer
Industry
Household & Personal Products
Beverages - Non-Alcoholic
HQ country
US
US
Primary segment
Cleaning (U.S.)
Frito-Lay North America (FLNA)
Market structure
Oligopoly
Oligopoly
Market share
n/a
54%-58% (implied)
HHI estimate
n/a
3,530
Pricing power
Moderate
Moderate
Moat score
57 / 100
72 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand
Last update
2025-12-25
2025-12-23

Moat coverage

Shared moat types

Brand TrustDistribution Control

The Clorox Company strengths

Compliance AdvantageInstalled Base Consumables

PepsiCo, Inc. strengths

Scale Economies Unit CostScope Economies

Segment mix

The Clorox Company segments

Full profile >

Cleaning (U.S.)

Oligopoly

33%

Professional Products (U.S.)

Oligopoly

5%

Bags and Wraps (U.S.)

Duopoly

11%

Cat Litter (U.S.)

Oligopoly

9%

Grilling (U.S.)

Oligopoly

8%

Food (U.S.)

Competitive

11%

Water Filtration (U.S.)

Oligopoly

4%

Natural Personal Care (U.S.)

Competitive

3%

International (Ex-U.S.)

Competitive

15%

PepsiCo, Inc. segments

Full profile >

Frito-Lay North America (FLNA)

Oligopoly

27%

Quaker Foods North America (QFNA)

Competitive

4.2%

PepsiCo Beverages North America (PBNA)

Oligopoly

19.9%

Latin America (LatAm)

Oligopoly

12.3%

Europe

Oligopoly

22.4%

Africa, Middle East and South Asia (AMESA)

Competitive

8.8%

Asia Pacific, Australia & New Zealand and China Region (APAC)

Competitive

5.5%

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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.