VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

CSL Limited vs Koninklijke Philips N.V.

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

Koninklijke Philips N.V.

PHIA · Euronext Amsterdam

Market cap (USD)$25.1B
Gross margin (TTM)45.2%
Operating margin (TTM)8.6%
Net margin (TTM)5%
SectorHealthcare
IndustryMedical - Devices
CountryNL
Data as of2025-12-28
Moat score
68/ 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 Koninklijke Philips N.V.'s moat claims, evidence, and risks.

View PHIA analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 68 / 100 for Koninklijke Philips N.V.).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); Koninklijke Philips N.V. has 3 segments (48.9% in Diagnosis & Treatment).
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; Koninklijke Philips N.V. has 6 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%

Koninklijke Philips N.V.

Diagnosis & Treatment

Market

Medical imaging, image-guided therapy systems, and enterprise imaging informatics

Geography

Global

Customer

Hospitals & clinics

Role

OEM systems + software + services

Revenue share

48.9%

Side-by-side metrics

CSL Limited
Koninklijke Philips N.V.
Ticker / Exchange
CSL - ASX
PHIA - Euronext Amsterdam
Market cap (USD)
$74.4B
$25.1B
Gross margin (TTM)
48.9%
45.2%
Operating margin (TTM)
23.3%
8.6%
Net margin (TTM)
14.9%
5%
Sector
Healthcare
Healthcare
Industry
Biotechnology
Medical - Devices
HQ country
AU
NL
Primary segment
CSL Behring
Diagnosis & Treatment
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
68 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply, Network
Last update
2026-01-02
2025-12-28

Moat coverage

Shared moat types

Procurement Inertia

CSL Limited strengths

Supply Chain ControlPhysical Network DensityOperational ExcellenceGovernment Contracting RelationshipsRegulated Standards PipeCapacity Moat

Koninklijke Philips N.V. strengths

Data Workflow LockinService Field NetworkInteroperability HubBrand TrustInstalled Base Consumables

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

Koninklijke Philips N.V. segments

Full profile >

Diagnosis & Treatment

Oligopoly

48.9%

Connected Care

Oligopoly

28.3%

Personal Health

Competitive

20%

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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.