VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Carlisle Companies Incorporated vs CSX Corporation

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

Carlisle Companies Incorporated

CSL · New York Stock Exchange

Market cap (USD)$14.4B
Gross margin (TTM)36.2%
Operating margin (TTM)20.7%
Net margin (TTM)15.5%
SectorIndustrials
IndustryConstruction
CountryUS
Data as of2025-12-27
Moat score
61/ 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 Carlisle Companies Incorporated's moat claims, evidence, and risks.

View CSL analysis

CSX Corporation

CSX · NASDAQ

Market cap (USD)$67.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryRailroads
CountryUS
Data as of2026-01-02
Moat score
74/ 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 CSX Corporation's moat claims, evidence, and risks.

View CSX analysis

Comparison highlights

  • Moat score gap: CSX Corporation leads (74 / 100 vs 61 / 100 for Carlisle Companies Incorporated).
  • Segment focus: Carlisle Companies Incorporated has 2 segments (74% in Carlisle Construction Materials (CCM)); CSX Corporation has 5 segments (61.2% in Merchandise (Rail)).
  • Moat breadth: Carlisle Companies Incorporated has 4 moat types across 2 domains; CSX Corporation has 6 across 2.

Primary market context

Carlisle Companies Incorporated

Carlisle Construction Materials (CCM)

Market

Commercial roofing systems (single-ply membranes, insulation, accessories) and architectural metal roofing/wall systems

Geography

Primarily United States; also Europe

Customer

Contractors, building owners, distributors

Role

Manufacturer and system supplier

Revenue share

74%

CSX Corporation

Merchandise (Rail)

Market

Eastern U.S. rail freight transportation (merchandise carload)

Geography

Eastern United States (CSX network; interchange to other railroads)

Customer

Industrial, agricultural, automotive and consumer goods shippers; logistics providers

Role

Common-carrier freight railroad (line-haul + switching/terminal)

Revenue share

61.2%

Side-by-side metrics

Carlisle Companies Incorporated
CSX Corporation
Ticker / Exchange
CSL - New York Stock Exchange
CSX - NASDAQ
Market cap (USD)
$14.4B
$67.7B
Gross margin (TTM)
36.2%
n/a
Operating margin (TTM)
20.7%
n/a
Net margin (TTM)
15.5%
n/a
Sector
Industrials
Industrials
Industry
Construction
Railroads
HQ country
US
US
Primary segment
Carlisle Construction Materials (CCM)
Merchandise (Rail)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
74 / 100
Moat domains
Demand, Supply
Supply, Legal
Last update
2025-12-27
2026-01-02

Moat coverage

Shared moat types

Operational Excellence

Carlisle Companies Incorporated strengths

Switching Costs GeneralSuite BundlingDistribution Control

CSX Corporation strengths

Physical Network DensityPermits Rights Of WayCapex Knowhow ScaleGeographic NaturalScale Economies Unit Cost

Segment mix

Carlisle Companies Incorporated segments

Full profile >

Carlisle Construction Materials (CCM)

Oligopoly

74%

Carlisle Weatherproofing Technologies (CWT)

Competitive

26%

CSX Corporation segments

Full profile >

Merchandise (Rail)

Oligopoly

61.2%

Intermodal (Rail)

Competitive

14.1%

Coal (Rail)

Oligopoly

15.5%

Trucking (Quality Carriers)

Competitive

5.8%

Other Revenue (Rail/Ancillary)

Competitive

3.4%

Want the full wide moat stocks list?

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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.