VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Carlisle Companies Incorporated vs Sartorius Stedim Biotech S.A.

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)$13.8B
SectorIndustrials
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

Sartorius Stedim Biotech S.A.

DIM · Euronext Paris

Market cap (USD)$23.6B
SectorHealthcare
CountryFR
Data as of2025-12-28
Moat score
80/ 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 Sartorius Stedim Biotech S.A.'s moat claims, evidence, and risks.

View DIM analysis

Comparison highlights

  • Moat score gap: Sartorius Stedim Biotech S.A. leads (80 / 100 vs 61 / 100 for Carlisle Companies Incorporated).
  • Segment focus: Carlisle Companies Incorporated has 2 segments (74% in Carlisle Construction Materials (CCM)); Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Carlisle Companies Incorporated has 4 moat types across 2 domains; Sartorius Stedim Biotech S.A. has 6 across 3.

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%

Sartorius Stedim Biotech S.A.

Sterile single-use bioprocessing consumables

Market

Sterile single-use bioprocessing consumables (bags, filters, fluid management components)

Geography

Global

Customer

Biopharmaceutical manufacturers and CDMOs

Role

Consumables supplier (single-use)

Revenue share

75%

Side-by-side metrics

Carlisle Companies Incorporated
Sartorius Stedim Biotech S.A.
Ticker / Exchange
CSL - New York Stock Exchange
DIM - Euronext Paris
Market cap (USD)
$13.8B
$23.6B
Sector
Industrials
Healthcare
HQ country
US
FR
Primary segment
Carlisle Construction Materials (CCM)
Sterile single-use bioprocessing consumables
Market structure
Oligopoly
Oligopoly
Market share
n/a
10%-25% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
61 / 100
80 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-27
2025-12-28

Moat coverage

Shared moat types

Suite Bundling

Carlisle Companies Incorporated strengths

Switching Costs GeneralDistribution ControlOperational Excellence

Sartorius Stedim Biotech S.A. strengths

Installed Base ConsumablesDesign In QualificationLearning Curve YieldCompliance AdvantageCapex Knowhow Scale

Segment mix

Carlisle Companies Incorporated segments

Full profile >

Carlisle Construction Materials (CCM)

Oligopoly

74%

Carlisle Weatherproofing Technologies (CWT)

Competitive

26%

Sartorius Stedim Biotech S.A. segments

Full profile >

Sterile single-use bioprocessing consumables

Oligopoly

75%

Bioprocessing equipment, systems, and software/services

Oligopoly

25%

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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.