When there is no overlapping of products, or if they are into same products but catering to different sections, I don’t think of the need to compare.
The PF of HUL and Nestle are different, so may be there is place for both. HUL is more or less consistent on all parameters compared to Nestle, because it is present in many categories. Scientific moat is something that cannot be replaced easily, particularly when there is brand recognition and trust, but for other products, a local brand may pop up at any point of time. And as with many sectors, one can choose to invest via ETF here too.
Have a position in HUL, also had a position in Nestle, but couldn’t add more whenever I wanted because of its high price, so sold Nestle.
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