VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

CSL Limited vs CSX Corporation

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

CSL Limited

CSL · ASX

Market cap (USD)$74.4B
Gross margin (TTM)48.9%
Operating margin (TTM)23.3%
Net margin (TTM)14.9%
SectorHealthcare
IndustryBiotechnology
CountryAU
Data as of2026-01-02
Moat score
77/ 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 CSL Limited's moat claims, evidence, and risks.

View CSL analysis

CSX Corporation

CSX · NASDAQ

Market cap (USD)$78.7B
Gross margin (TTM)33.3%
Operating margin (TTM)32.1%
Net margin (TTM)20.5%
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: CSL Limited leads (77 / 100 vs 74 / 100 for CSX Corporation).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); CSX Corporation has 5 segments (61.2% in Merchandise (Rail)).
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; CSX Corporation has 6 across 2.

Primary market context

CSL Limited

CSL Behring

Market

Plasma-derived therapies (immunoglobulins, albumin, coagulation factors) plus recombinant and gene therapies for rare and serious diseases

Geography

Global

Customer

Hospitals, specialty pharmacies, physicians; payers and national health systems

Role

Vertically integrated biopharma (plasma collection -> fractionation/manufacturing -> commercial distribution)

Revenue share

71.7%

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

CSL Limited
CSX Corporation
Ticker / Exchange
CSL - ASX
CSX - NASDAQ
Market cap (USD)
$74.4B
$78.7B
Gross margin (TTM)
48.9%
33.3%
Operating margin (TTM)
23.3%
32.1%
Net margin (TTM)
14.9%
20.5%
Sector
Healthcare
Industrials
Industry
Biotechnology
Railroads
HQ country
AU
US
Primary segment
CSL Behring
Merchandise (Rail)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
74 / 100
Moat domains
Supply, Legal, Demand
Supply, Legal
Last update
2026-01-02
2026-01-02

Moat coverage

Shared moat types

Physical Network DensityOperational Excellence

CSL Limited strengths

Supply Chain ControlGovernment Contracting RelationshipsRegulated Standards PipeCapacity MoatProcurement Inertia

CSX Corporation strengths

Permits Rights Of WayCapex Knowhow ScaleGeographic NaturalScale Economies Unit Cost

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

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.