VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

CSL Limited vs Union Pacific Corporation

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

Union Pacific Corporation

UNP · New York Stock Exchange

Market cap (USD)$157.9B
Gross margin (TTM)45.7%
Operating margin (TTM)40.1%
Net margin (TTM)29.1%
SectorIndustrials
IndustryRailroads
CountryUS
Data as of2025-12-30
Moat score
72/ 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 Union Pacific Corporation's moat claims, evidence, and risks.

View UNP analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 72 / 100 for Union Pacific Corporation).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); Union Pacific Corporation has 4 segments (34.8% in Industrial).
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; Union Pacific Corporation 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%

Union Pacific Corporation

Industrial

Market

Rail freight transportation for industrial commodities (chemicals and plastics, metals and minerals, forest products, energy and specialized markets)

Geography

U.S. western two-thirds with interchange to other railroads; cross-border corridors to Mexico and Canada

Customer

Chemical producers, refiners, plastics manufacturers, construction and material suppliers, metals and mining, industrial shippers

Role

Class I rail carrier / linehaul freight transport

Revenue share

34.8%

Side-by-side metrics

CSL Limited
Union Pacific Corporation
Ticker / Exchange
CSL - ASX
UNP - New York Stock Exchange
Market cap (USD)
$74.4B
$157.9B
Gross margin (TTM)
48.9%
45.7%
Operating margin (TTM)
23.3%
40.1%
Net margin (TTM)
14.9%
29.1%
Sector
Healthcare
Industrials
Industry
Biotechnology
Railroads
HQ country
AU
US
Primary segment
CSL Behring
Industrial
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
72 / 100
Moat domains
Supply, Legal, Demand
Legal, Supply
Last update
2026-01-02
2025-12-30

Moat coverage

Shared moat types

Physical Network DensityOperational Excellence

CSL Limited strengths

Supply Chain ControlGovernment Contracting RelationshipsRegulated Standards PipeCapacity MoatProcurement Inertia

Union Pacific Corporation strengths

Permits Rights Of WayScale 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%

Union Pacific Corporation segments

Full profile >

Bulk

Oligopoly

29.7%

Industrial

Oligopoly

34.8%

Premium

Oligopoly

29.5%

Other subsidiary, accessorial and other revenues

Competitive

5.9%

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.