VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

CSL Limited vs W.W. Grainger, Inc.

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

W.W. Grainger, Inc.

GWW · New York Stock Exchange

Market cap (USD)$53.6B
Gross margin (TTM)39.1%
Operating margin (TTM)13.9%
Net margin (TTM)9.5%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-01
Moat score
65/ 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 W.W. Grainger, Inc.'s moat claims, evidence, and risks.

View GWW analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 65 / 100 for W.W. Grainger, Inc.).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); W.W. Grainger, Inc. has 3 segments (79.9% in High-Touch Solutions N.A.).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; W.W. Grainger, Inc. has 5 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%

W.W. Grainger, Inc.

High-Touch Solutions N.A.

Market

MRO (maintenance, repair and operations) products distribution and value-added inventory/procurement solutions

Geography

North America (U.S., Canada, Mexico, Puerto Rico)

Customer

Mid-size and large businesses with complex purchasing operations; also government and institutions

Role

Distributor / wholesaler + onsite inventory services

Revenue share

79.9%

Side-by-side metrics

CSL Limited
W.W. Grainger, Inc.
Ticker / Exchange
CSL - ASX
GWW - New York Stock Exchange
Market cap (USD)
$74.4B
$53.6B
Gross margin (TTM)
48.9%
39.1%
Operating margin (TTM)
23.3%
13.9%
Net margin (TTM)
14.9%
9.5%
Sector
Healthcare
Industrials
Industry
Biotechnology
Industrial - Distribution
HQ country
AU
US
Primary segment
CSL Behring
High-Touch Solutions N.A.
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
65 / 100
Moat domains
Supply, Legal, Demand
Supply, Demand
Last update
2026-01-02
2026-01-01

Moat coverage

Shared moat types

Operational Excellence

CSL Limited strengths

Supply Chain ControlPhysical Network DensityGovernment Contracting RelationshipsRegulated Standards PipeCapacity MoatProcurement Inertia

W.W. Grainger, Inc. strengths

Service Field NetworkData Workflow LockinScale Economies Unit CostScope Economies

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

W.W. Grainger, Inc. segments

Full profile >

High-Touch Solutions N.A.

Competitive

79.9%

Endless Assortment

Competitive

18.3%

Other (Cromwell U.K. + captive insurance)

Competitive

1.8%

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.