VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

CSL Limited vs Deere & Company

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

Deere & Company

DE · New York Stock Exchange

Market cap (USD)$179.6B
Gross margin (TTM)35.6%
Operating margin (TTM)18.5%
Net margin (TTM)10.5%
SectorIndustrials
IndustryAgricultural - Machinery
CountryUS
Data as of2025-12-29
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 Deere & Company's moat claims, evidence, and risks.

View DE analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 63 / 100 for Deere & Company).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); Deere & Company has 4 segments (38.4% in Production & Precision Agriculture).
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; Deere & Company has 5 across 3.

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%

Deere & Company

Production & Precision Agriculture

Market

Large-scale agricultural equipment and integrated precision agriculture technology

Geography

Global

Customer

Production-scale growers; dealer/retail channels

Role

OEM + precision ag platform provider

Revenue share

38.4%

Side-by-side metrics

CSL Limited
Deere & Company
Ticker / Exchange
CSL - ASX
DE - New York Stock Exchange
Market cap (USD)
$74.4B
$179.6B
Gross margin (TTM)
48.9%
35.6%
Operating margin (TTM)
23.3%
18.5%
Net margin (TTM)
14.9%
10.5%
Sector
Healthcare
Industrials
Industry
Biotechnology
Agricultural - Machinery
HQ country
AU
US
Primary segment
CSL Behring
Production & Precision Agriculture
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
63 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply, Financial
Last update
2026-01-02
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

CSL Limited strengths

Supply Chain ControlPhysical Network DensityOperational ExcellenceGovernment Contracting RelationshipsRegulated Standards PipeCapacity MoatProcurement Inertia

Deere & Company strengths

Data Workflow LockinService Field NetworkBrand TrustSuite BundlingCost Of Capital Advantage

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

Deere & Company segments

Full profile >

Production & Precision Agriculture

Oligopoly

38.4%

Small Agriculture & Turf

Competitive

22.8%

Construction & Forestry

Oligopoly

25.4%

Financial Services

Competitive

12.7%

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.