VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

CSL Limited vs Pfizer 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

Pfizer Inc.

PFE · New York Stock Exchange

Market cap (USD)$151.5B
Gross margin (TTM)70.3%
Operating margin (TTM)24.7%
Net margin (TTM)12.4%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-29
Moat score
58/ 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 Pfizer Inc.'s moat claims, evidence, and risks.

View PFE analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 58 / 100 for Pfizer Inc.).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); Pfizer Inc. has 5 segments (47.4% in Primary Care).
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; Pfizer 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%

Pfizer Inc.

Primary Care

Market

Branded primary care medicines and vaccines (incl. cardiovascular, migraine, pneumococcal/RSV/COVID-19)

Geography

Global

Customer

Healthcare providers, payers/PBMs, pharmacies/wholesalers, and government procurement

Role

Innovator biopharma (R&D + manufacturing + commercialization)

Revenue share

47.4%

Side-by-side metrics

CSL Limited
Pfizer Inc.
Ticker / Exchange
CSL - ASX
PFE - New York Stock Exchange
Market cap (USD)
$74.4B
$151.5B
Gross margin (TTM)
48.9%
70.3%
Operating margin (TTM)
23.3%
24.7%
Net margin (TTM)
14.9%
12.4%
Sector
Healthcare
Healthcare
Industry
Biotechnology
Drug Manufacturers - General
HQ country
AU
US
Primary segment
CSL Behring
Primary Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
58 / 100
Moat domains
Supply, Legal, Demand
Legal, Demand, Supply
Last update
2026-01-02
2025-12-29

Moat coverage

Shared moat types

Operational ExcellenceGovernment Contracting RelationshipsProcurement Inertia

CSL Limited strengths

Supply Chain ControlPhysical Network DensityRegulated Standards PipeCapacity Moat

Pfizer Inc. strengths

IP Choke PointCapex Knowhow ScaleCompliance AdvantageLong Term ContractsEmbedded R&D partnership platform

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

Pfizer Inc. segments

Full profile >

Primary Care

Oligopoly

47.4%

Specialty Care

Oligopoly

26.2%

Oncology

Competitive

24.5%

Pfizer CentreOne

Competitive

1.8%

Pfizer Ignite

Competitive

0.1%

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.