VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

CSL Limited vs United Rentals, 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

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$57.8B
Gross margin (TTM)35.4%
Operating margin (TTM)24.7%
Net margin (TTM)15.5%
SectorIndustrials
IndustryRental & Leasing Services
CountryUS
Data as of2026-01-01
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 United Rentals, Inc.'s moat claims, evidence, and risks.

View URI analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: CSL Limited has 3 segments (71.7% in CSL Behring); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: CSL Limited has 7 moat types across 3 domains; United Rentals, Inc. 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%

United Rentals, Inc.

General Rentals

Market

Construction & industrial equipment rental (general line)

Geography

United States and Canada

Customer

Construction and industrial companies, manufacturers, utilities, municipalities, homeowners

Role

Equipment rental provider / fleet operator

Revenue share

70.7%

Side-by-side metrics

CSL Limited
United Rentals, Inc.
Ticker / Exchange
CSL - ASX
URI - New York Stock Exchange
Market cap (USD)
$74.4B
$57.8B
Gross margin (TTM)
48.9%
35.4%
Operating margin (TTM)
23.3%
24.7%
Net margin (TTM)
14.9%
15.5%
Sector
Healthcare
Industrials
Industry
Biotechnology
Rental & Leasing Services
HQ country
AU
US
Primary segment
CSL Behring
General Rentals
Market structure
Oligopoly
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
63 / 100
Moat domains
Supply, Legal, Demand
Supply, Demand, Legal
Last update
2026-01-02
2026-01-01

Moat coverage

Shared moat types

Physical Network DensityOperational ExcellenceCapacity Moat

CSL Limited strengths

Supply Chain ControlGovernment Contracting RelationshipsRegulated Standards PipeProcurement Inertia

United Rentals, Inc. strengths

Preferential Input AccessData Workflow LockinBrand TrustService Field NetworkCompliance AdvantageScope Economies

Segment mix

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

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.