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Ecolab may be the best compounder of the next decade because its razor-and-blade model locks in recurring revenue in a vast, fragmented market. It installs proprietary cleaning equipment, then sells chemicals, refills and service year after year. Its $16B revenue is 9.5% of a $165B market, more than twice the next competitor, and its top customers alone offer $3.5B more. Data centers and chip fabs add demand, and it has raised its dividend for 34 straight years. x.com x.com x.com x.com
