VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

CSX Corporation vs Kenvue Inc.

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

CSX Corporation

CSX · NASDAQ

Market cap (USD)$67.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryRailroads
CountryUS
Data as of2026-01-02
Moat score
74/ 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 CSX Corporation's moat claims, evidence, and risks.

View CSX analysis

Kenvue Inc.

KVUE · New York Stock Exchange

Market cap (USD)$33.3B
Gross margin (TTM)58.1%
Operating margin (TTM)15.7%
Net margin (TTM)9.6%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-25
Moat score
66/ 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 Kenvue Inc.'s moat claims, evidence, and risks.

View KVUE analysis

Comparison highlights

  • Moat score gap: CSX Corporation leads (74 / 100 vs 66 / 100 for Kenvue Inc.).
  • Segment focus: CSX Corporation has 5 segments (61.2% in Merchandise (Rail)); Kenvue Inc. has 3 segments (42.3% in Self Care).
  • Moat breadth: CSX Corporation has 6 moat types across 2 domains; Kenvue Inc. has 6 across 3.

Primary market context

CSX Corporation

Merchandise (Rail)

Market

Eastern U.S. rail freight transportation (merchandise carload)

Geography

Eastern United States (CSX network; interchange to other railroads)

Customer

Industrial, agricultural, automotive and consumer goods shippers; logistics providers

Role

Common-carrier freight railroad (line-haul + switching/terminal)

Revenue share

61.2%

Kenvue Inc.

Self Care

Market

OTC self-care consumer health products (pain care, cough/cold/allergy, digestive health, smoking cessation, eye care)

Geography

Global

Customer

Consumers via retailers, pharmacies, and e-commerce

Role

Branded consumer health products manufacturer

Revenue share

42.3%

Side-by-side metrics

CSX Corporation
Kenvue Inc.
Ticker / Exchange
CSX - NASDAQ
KVUE - New York Stock Exchange
Market cap (USD)
$67.7B
$33.3B
Gross margin (TTM)
n/a
58.1%
Operating margin (TTM)
n/a
15.7%
Net margin (TTM)
n/a
9.6%
Sector
Industrials
Consumer
Industry
Railroads
Household & Personal Products
HQ country
US
US
Primary segment
Merchandise (Rail)
Self Care
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
66 / 100
Moat domains
Supply, Legal
Demand, Supply, Legal
Last update
2026-01-02
2025-12-25

Moat coverage

Shared moat types

Scale Economies Unit Cost

CSX Corporation strengths

Physical Network DensityPermits Rights Of WayCapex Knowhow ScaleOperational ExcellenceGeographic Natural

Kenvue Inc. strengths

Brand TrustCompliance AdvantageScope EconomiesDistribution ControlHabit Default

Segment mix

CSX Corporation segments

Full profile >

Merchandise (Rail)

Oligopoly

61.2%

Intermodal (Rail)

Competitive

14.1%

Coal (Rail)

Oligopoly

15.5%

Trucking (Quality Carriers)

Competitive

5.8%

Other Revenue (Rail/Ancillary)

Competitive

3.4%

Kenvue Inc. segments

Full profile >

Self Care

Oligopoly

42.3%

Skin Health and Beauty

Competitive

27.4%

Essential Health

Competitive

30.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.