VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

CSL Limited vs Floor & Decor Holdings, Inc.

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

CSL Limited

CSL · ASX

Market cap (USD)$84.4B
Gross margin (TTM)49%
Operating margin (TTM)23.5%
Net margin (TTM)23.1%
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

Floor & Decor Holdings, Inc.

FND · New York Stock Exchange

Market cap (USD)$7.8B
Gross margin (TTM)42.4%
Operating margin (TTM)6.1%
Net margin (TTM)4.7%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-08
Moat score
55/ 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 Floor & Decor Holdings, Inc.'s moat claims, evidence, and risks.

View FND analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; Floor & Decor Holdings, Inc. 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%

Floor & Decor Holdings, Inc.

Floor & Decor Retail

Market

U.S. retail hard-surface flooring and accessories

Geography

United States

Customer

Homeowners (DIY/BIY) and professional installers (Pros)

Role

Specialty retailer (warehouse-format stores + e-commerce)

Revenue share

95%

Side-by-side metrics

CSL Limited
Floor & Decor Holdings, Inc.
Ticker / Exchange
CSL - ASX
FND - New York Stock Exchange
Market cap (USD)
$84.4B
$7.8B
Gross margin (TTM)
49%
42.4%
Operating margin (TTM)
23.5%
6.1%
Net margin (TTM)
23.1%
4.7%
Sector
Healthcare
Consumer
Industry
Biotechnology
Home Improvement
HQ country
AU
US
Primary segment
CSL Behring
Floor & Decor Retail
Market structure
Oligopoly
Competitive
Market share
n/a
9%-11% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
77 / 100
55 / 100
Moat domains
Supply, Legal, Demand
Supply, Demand
Last update
2026-01-02
2026-01-08

Moat coverage

Shared moat types

Operational ExcellenceProcurement Inertia

CSL Limited strengths

Supply Chain ControlPhysical Network DensityGovernment Contracting RelationshipsRegulated Standards PipeCapacity Moat

Floor & Decor Holdings, Inc. strengths

Scale Economies Unit CostDistribution ControlScope EconomiesBrand Trust

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

Want the full wide moat stocks list?

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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.