VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Ecolab Inc. vs TransUnion

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

Ecolab Inc.

ECL · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)44.3%
Operating margin (TTM)17.3%
Net margin (TTM)12.5%
SectorMaterials
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 Ecolab Inc.'s moat claims, evidence, and risks.

View ECL analysis

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$16.8B
Gross margin (TTM)52.8%
Operating margin (TTM)18.7%
Net margin (TTM)9.5%
SectorFinancials
CountryUS
Data as of2025-12-23
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 TransUnion's moat claims, evidence, and risks.

View TRU analysis

Comparison highlights

  • Moat score gap: Ecolab Inc. leads (63 / 100 vs 61 / 100 for TransUnion).
  • Segment focus: Ecolab Inc. has 4 segments (49.5% in Global Industrial); TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services).
  • Moat breadth: Ecolab Inc. has 7 moat types across 3 domains; TransUnion has 8 across 4.

Primary market context

Ecolab Inc.

Global Industrial

Market

Industrial water treatment & process chemistry (incl. food & beverage processing and pulp & paper process aids)

Geography

Global

Customer

B2B

Role

formulator + on-site service/optimization provider

Revenue share

49.5%

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

34.2%

Side-by-side metrics

Ecolab Inc.
TransUnion
Ticker / Exchange
ECL - New York Stock Exchange
TRU - New York Stock Exchange
Market cap (USD)
n/a
$16.8B
Gross margin (TTM)
44.3%
52.8%
Operating margin (TTM)
17.3%
18.7%
Net margin (TTM)
12.5%
9.5%
Sector
Materials
Financials
HQ country
US
US
Primary segment
Global Industrial
U.S. Markets - Financial Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
61 / 100
Moat domains
Supply, Demand, Legal
Network, Demand, Legal, Supply
Last update
2026-01-01
2025-12-23

Moat coverage

Shared moat types

Data Workflow LockinCompliance AdvantageBrand Trust

Ecolab Inc. strengths

Service Field NetworkInstalled Base ConsumablesLong Term ContractsTraining Org Change Costs

TransUnion strengths

Standards RegistryData Network EffectsScope EconomiesHabit DefaultDe Facto Standard

Segment mix

Ecolab Inc. segments

Full profile >

Global Industrial

Oligopoly

49.5%

Global Institutional & Specialty

Oligopoly

34.1%

Global Healthcare & Life Sciences

Oligopoly

9%

Global Pest Elimination

Oligopoly

7.4%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

Want the full wide moat stocks list?

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

View the moat stocks list

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.