VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

CSL Limited vs Equifax Inc.

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

CSL Limited

CSL · ASX

Market cap (USD)$33.9B
Gross margin (TTM)48.9%
Operating margin (TTM)23.3%
Net margin (TTM)14.9%
SectorHealthcare
IndustryBiotechnology
CountryAU
Data as of2026-05-26
Moat score
76/ 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

Equifax Inc.

EFX · New York Stock Exchange

Market cap (USD)$19.7B
Gross margin (TTM)44.7%
Operating margin (TTM)18.3%
Net margin (TTM)11.1%
SectorIndustrials
IndustryConsulting Services
CountryUS
Data as of2026-05-26
Moat score
78/ 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 Equifax Inc.'s moat claims, evidence, and risks.

View EFX analysis

Comparison highlights

  • Moat score gap: Equifax Inc. leads (78 / 100 vs 76 / 100 for CSL Limited).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); Equifax Inc. has 4 segments (36.7% in U.S. Information Solutions).
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; Equifax Inc. has 8 across 4.

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%

Equifax Inc.

U.S. Information Solutions

Market

U.S. consumer and commercial credit information, mortgage credit, identity, fraud, analytics and financial marketing services

Geography

United States

Customer

Banks, mortgage lenders, auto lenders, credit card issuers, telecoms, utilities, merchants, resellers, and consumers

Role

Consumer reporting agency, credit-data supplier, decisioning workflow provider, fraud/identity data provider and mortgage-data distributor

Revenue share

36.7%

Side-by-side metrics

CSL Limited
Equifax Inc.
Ticker / Exchange
CSL - ASX
EFX - New York Stock Exchange
Market cap (USD)
$33.9B
$19.7B
Gross margin (TTM)
48.9%
44.7%
Operating margin (TTM)
23.3%
18.3%
Net margin (TTM)
14.9%
11.1%
Sector
Healthcare
Industrials
Industry
Biotechnology
Consulting Services
HQ country
AU
US
Primary segment
CSL Behring
U.S. Information Solutions
Market structure
Oligopoly
Oligopoly
Market share
n/a
25%-35% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
78 / 100
Moat domains
Supply, Legal, Demand
Network, Legal, Demand, Supply
Last update
2026-05-26
2026-05-26

Moat coverage

Shared moat types

No overlap yet.

CSL Limited strengths

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

Equifax Inc. strengths

Data Network EffectsTwo Sided NetworkContractual ExclusivityCompliance AdvantageTraining Org Change CostsDe Facto StandardData Workflow LockinGeographic Natural

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

Equifax Inc. segments

Full profile >

Workforce Verification Services

Quasi-Monopoly

34.7%

Workforce Employer Services

Competitive

6.8%

U.S. Information Solutions

Oligopoly

36.7%

International

Oligopoly

21.8%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.