VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Carlisle Companies Incorporated vs Vulcan Materials Company

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Carlisle Companies Incorporated

CSL · New York Stock Exchange

Market cap (USD)$14.4B
Gross margin (TTM)36.2%
Operating margin (TTM)20.7%
Net margin (TTM)15.5%
SectorIndustrials
IndustryConstruction
CountryUS
Data as of2025-12-27
Moat score
61/ 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 Carlisle Companies Incorporated's moat claims, evidence, and risks.

View CSL analysis

Vulcan Materials Company

VMC · New York Stock Exchange

Market cap (USD)$38.3B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
IndustryConstruction Materials
CountryUS
Data as of2026-01-01
Moat score
73/ 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 Vulcan Materials Company's moat claims, evidence, and risks.

View VMC analysis

Comparison highlights

  • Moat score gap: Vulcan Materials Company leads (73 / 100 vs 61 / 100 for Carlisle Companies Incorporated).
  • Segment focus: Carlisle Companies Incorporated has 2 segments (74% in Carlisle Construction Materials (CCM)); Vulcan Materials Company has 3 segments (74.4% in Aggregates).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Carlisle Companies Incorporated has 4 moat types across 2 domains; Vulcan Materials Company has 5 across 2.

Primary market context

Carlisle Companies Incorporated

Carlisle Construction Materials (CCM)

Market

Commercial roofing systems (single-ply membranes, insulation, accessories) and architectural metal roofing/wall systems

Geography

Primarily United States; also Europe

Customer

Contractors, building owners, distributors

Role

Manufacturer and system supplier

Revenue share

74%

Vulcan Materials Company

Aggregates

Market

Construction aggregates (crushed stone, sand & gravel)

Geography

United States (local/regional markets)

Customer

Construction contractors and public infrastructure agencies

Role

Upstream raw materials producer

Revenue share

74.4%

Side-by-side metrics

Carlisle Companies Incorporated
Vulcan Materials Company
Ticker / Exchange
CSL - New York Stock Exchange
VMC - New York Stock Exchange
Market cap (USD)
$14.4B
$38.3B
Gross margin (TTM)
36.2%
n/a
Operating margin (TTM)
20.7%
n/a
Net margin (TTM)
15.5%
n/a
Sector
Industrials
Materials
Industry
Construction
Construction Materials
HQ country
US
US
Primary segment
Carlisle Construction Materials (CCM)
Aggregates
Market structure
Oligopoly
Oligopoly
Market share
n/a
8%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
61 / 100
73 / 100
Moat domains
Demand, Supply
Legal, Supply
Last update
2025-12-27
2026-01-01

Moat coverage

Shared moat types

No overlap yet.

Carlisle Companies Incorporated strengths

Switching Costs GeneralSuite BundlingDistribution ControlOperational Excellence

Vulcan Materials Company strengths

Permits Rights Of WayGeographic NaturalPhysical Network DensityScale Economies Unit CostSupply Chain Control

Segment mix

Carlisle Companies Incorporated segments

Full profile >

Carlisle Construction Materials (CCM)

Oligopoly

74%

Carlisle Weatherproofing Technologies (CWT)

Competitive

26%

Vulcan Materials Company segments

Full profile >

Aggregates

Oligopoly

74.4%

Asphalt

Competitive

16.8%

Concrete

Competitive

8.8%

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.