VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

CSL Limited vs Medtronic plc

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

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$124.2B
Gross margin (TTM)62%
Operating margin (TTM)17.9%
Net margin (TTM)13%
SectorHealthcare
IndustryMedical - Devices
CountryIE
Data as of2025-12-31
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 Medtronic plc's moat claims, evidence, and risks.

View MDT analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 63 / 100 for Medtronic plc).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio).
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; Medtronic plc has 9 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%

Medtronic plc

Cardiovascular Portfolio

Market

Cardiovascular medical devices (cardiac rhythm management, electrophysiology/ablation, structural heart, coronary & peripheral vascular)

Geography

Global

Customer

Hospitals, cath labs, electrophysiologists, cardiologists, cardiac & vascular surgeons

Role

Device OEM + procedure support + remote monitoring software/services

Revenue share

37.2%

Side-by-side metrics

CSL Limited
Medtronic plc
Ticker / Exchange
CSL - ASX
MDT - New York Stock Exchange
Market cap (USD)
$74.4B
$124.2B
Gross margin (TTM)
48.9%
62%
Operating margin (TTM)
23.3%
17.9%
Net margin (TTM)
14.9%
13%
Sector
Healthcare
Healthcare
Industry
Biotechnology
Medical - Devices
HQ country
AU
IE
Primary segment
CSL Behring
Cardiovascular Portfolio
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
Legal, Demand, Network
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

Regulated Standards PipeProcurement Inertia

CSL Limited strengths

Supply Chain ControlPhysical Network DensityOperational ExcellenceGovernment Contracting RelationshipsCapacity Moat

Medtronic plc strengths

Data Workflow LockinDesign In QualificationEcosystem ComplementsIP Choke PointSuite BundlingCompliance AdvantageInstalled Base Consumables

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

37.2%

Neuroscience Portfolio

Oligopoly

29.4%

Medical Surgical Portfolio

Competitive

25.1%

Diabetes Operating Unit

Oligopoly

8.2%

Want the full wide moat stocks list?

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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.