VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

CSL Limited vs PACCAR 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

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$67.5B
Gross margin (TTM)16.2%
Operating margin (TTM)10.4%
Net margin (TTM)8.4%
SectorIndustrials
IndustryAgricultural - Machinery
CountryUS
Data as of2026-01-01
Moat score
75/ 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 PACCAR Inc's moat claims, evidence, and risks.

View PCAR analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 75 / 100 for PACCAR Inc).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); PACCAR Inc has 3 segments (73.8% in Truck).
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; PACCAR Inc has 8 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%

PACCAR Inc

Truck

Market

Commercial truck OEM (heavy- and medium-duty)

Geography

Global (U.S./Canada and Europe primary)

Customer

Fleets, owner-operators, dealers

Role

OEM / manufacturer

Revenue share

73.8%

Side-by-side metrics

CSL Limited
PACCAR Inc
Ticker / Exchange
CSL - ASX
PCAR - NASDAQ
Market cap (USD)
$74.4B
$67.5B
Gross margin (TTM)
48.9%
16.2%
Operating margin (TTM)
23.3%
10.4%
Net margin (TTM)
14.9%
8.4%
Sector
Healthcare
Industrials
Industry
Biotechnology
Agricultural - Machinery
HQ country
AU
US
Primary segment
CSL Behring
Truck
Market structure
Oligopoly
Oligopoly
Market share
n/a
30%-31% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
75 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply, Financial
Last update
2026-01-02
2026-01-01

Moat coverage

Shared moat types

Physical Network Density

CSL Limited strengths

Supply Chain ControlOperational ExcellenceGovernment Contracting RelationshipsRegulated Standards PipeCapacity MoatProcurement Inertia

PACCAR Inc strengths

Brand TrustService Field NetworkCapex Knowhow ScaleInstalled Base ConsumablesDistribution ControlCost Of Capital AdvantageCaptive finance integration

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

Want the full wide moat stocks list?

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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.