Ecolab Inc.
4348691c-d783-4a94-b140-bdfbe8c0faa0
PRODUCTION_VERIFIED schema v3.0.0 Inferred last heartbeat: 2026-07-21T22:42:02.511395+00:00

Business Model Classification Tokens

contract_cycle_length
null
Inferred
Pending — BM Dev Shop classification run
enterprise_sales_motion
null
Inferred
Pending — BM Dev Shop classification run
procurement_complexity
null
Inferred
Pending — BM Dev Shop classification run
vendor_lock_coefficient
null
Inferred
Pending — BM Dev Shop classification run
billing_cadence
null
Inferred
Pending — BM Dev Shop classification run
churn_rate_benchmark
null
Inferred
Pending — BM Dev Shop classification run
annual_recurring_revenue_ratio
null
Inferred
Pending — BM Dev Shop classification run
free_trial_conversion_rate
null
Inferred
Pending — BM Dev Shop classification run
subscriber_ltv_model
null
Inferred
Pending — BM Dev Shop classification run
base_product_margin
null
Inferred
Pending — BM Dev Shop classification run
consumable_margin
null
Inferred
Pending — BM Dev Shop classification run
switching_cost_architecture
null
Inferred
Pending — BM Dev Shop classification run
consumable_repurchase_frequency
null
Inferred
Pending — BM Dev Shop classification run
blade_dependency_coefficient
null
Inferred
Pending — BM Dev Shop classification run
bundle_discount_depth
null
Inferred
Pending — BM Dev Shop classification run
cross_sell_attach_rate
null
Inferred
Pending — BM Dev Shop classification run
bundle_churn_vs_single_churn
null
Inferred
Pending — BM Dev Shop classification run
bundle_margin_blended
null
Inferred
Pending — BM Dev Shop classification run
upsell_pathway_architecture
null
Inferred
Pending — BM Dev Shop classification run

Business Model Archetype Classification

University of St. Gallen — 55 Business Model Navigator (Gassmann et al.)

SG-037 Product as a Service VALUE High
Direct: monetization_vector contains [Consumable chemical replenishment + service labor contracts + proprietary dispensing equipment leasing + water treatment program fees]. Corroborated: revenue_model_type=~60-65% recurring via long-term service contracts and dispensing programs; ~35-40% transactional product sales; recurring base provides strong revenue visibility
SG-036
Product to Capability
WHAT High
SG-049
Subscription
VALUE High
SG-040
Razor and Blade
VALUE High
SG-024
Lock-in
WHO High

Hybrid Combination

Product as a Service (SG-037) VALUE provides the core structure, combined with Product to Capability (SG-036) + Subscription (SG-049) + Razor and Blade (SG-040) to form the complete business model fingerprint.

55 Archetypes Evaluated High: 5 Medium: 15 Registry: schemas/sg55_archetype_registry.yaml

Knowledge Graph — All Sections

debt_leverage_profile
0.79x Total Debt / Equity (Moderate leverage)
High
SEC-XBRL
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001104659-26-018357
geopolitical_supply_exposure
High intensity; Rosatom still supplies roughly 40% of global uranium-enrichment capacity, and with US import-ban waivers lapsing on the road to the 2028 cutoff and HALEU capacity still scarce, nuclear-fleet fuel procurement is the sector's binding 2026 chokepoint — while record US LNG export capacity increasingly tethers domestic gas-fired power costs to global (TTF/JKM) prices.
Medium
GICS-commodity-overlay-v2
supply_chain_dependency
Moderate
Medium
SEC-10K 0001104659-26-018357
international_expansion_readiness
High
Medium
SEC-10K 0001104659-26-018357
geographic_footprint
Global; 47% international
Medium
SEC-10K 0001104659-26-018357
commodity_exposure_profile
High intensity; commodities: natural gas, wholesale electricity, thermal coal, enriched uranium / nuclear fuel, copper, fuel oil / distillates; geopolitical: Rosatom still supplies roughly 40% of global uranium-enrichment capacity, and with US import-ban waivers lapsing on the road to the 2028 cutoff and HALEU capacity still scarce, nuclear-fleet fuel procurement is the sector's binding 2026 chokepoint — while record US LNG export capacity increasingly tethers domestic gas-fired power costs to global (TTF/JKM) prices.
Medium
GICS-commodity-overlay-v2
vendor_lock_dependency_score
Moderate
Medium
SEC-10K 0001104659-26-018357
business_model_type_primary
manufacturer / B2B service provider
Medium
SEC-10K 0001104659-26-018357
business_model_type_secondary
service provider / field service
Medium
SEC-10K 0001104659-26-018357
switching_cost_profile
Moderate to High
Medium
SEC-10K 0001104659-26-018357
howey_test_risk_index
Low
Medium
SEC-10K 0001104659-26-018357
regulatory_burden_tier
Very High
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Moderate
Medium
SEC-10K 0001104659-26-018357
antitrust_exposure_flag
Yes
Medium
SEC-10K 0001104659-26-018357
regulatory_exposure_profile
Very High burden; regimes: FERC, NERC, EPA, NRC, State PUCs, DOE; Rate-case lag and clean-energy mandates compress returns on regulated asset base.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
product sales / services / leases
Medium
SEC-10K 0001104659-26-018357
monetization_vector
product sales / service fees / lease payments
Medium
SEC-10K 0001104659-26-018357
pricing_architecture
tiered / negotiated
Medium
SEC-10K 0001104659-26-018357
pricing_power_rating
Strong
Medium
SEC-10K 0001104659-26-018357
target_gross_margin_bracket
Gross margin ~42-44%; EBITDA margin ~18-20%; below SaaS but high for chemical services due to proprietary formulations and service bundling
Inferred
Agent_Inference
churn_vulnerability_index
Low to Moderate
Medium
SEC-10K 0001104659-26-018357
headcount_cost_structure
Sublinear
Medium
SEC-10K 0001104659-26-018357
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0001104659-26-018357
franchise_compliance_risk
Low
Medium
SEC-10K 0001104659-26-018357
customer_acquisition_metric
Direct field sales force and corporate account teams; third-party distributors
Medium
SEC-10K 0001104659-26-018357
network_effect_present
No
Medium
SEC-10K 0001104659-26-018357
asset_efficiency_ratio
10.3% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Mixed
Medium
SEC-10K 0001104659-26-018357
customer_segment_primary
enterprise
Medium
SEC-10K 0001104659-26-018357
customer_segment_secondary
government / institutional / SMB
Medium
SEC-10K 0001104659-26-018357
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "17-0000 Architecture and Engineering Occupations", "23-0000 Legal Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "47-0000 Construction and Extraction Occupations", "49-0000 Installation, Maintenance, and Repair Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.28 (HIL — ~28% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
capital_expenditure_profile
6.5% CapEx / Revenue (Moderate-CapEx)
High
SEC-XBRL
sec_cik
0000031462
High
SEC-EDGAR
ticker
ECL
High
SEC-EDGAR
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0001104659-26-018357
insider_buys_6m
6
High
SEC-Form4 0001628280-26-064654..0001498535-26-000006
insider_sells_6m
5
High
SEC-Form4 0001628280-26-064654..0001498535-26-000006
insider_net_shares_6m
-22550
High
SEC-Form4 0001628280-26-064654..0001498535-26-000006
insider_last_transaction_date
2026-09-11
High
SEC-Form4 0001628280-26-064654..0001498535-26-000006
Insider_Dog_Checked
2026-10-03T13:57|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry
activist_13d_count_1y
0
High
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
3
High
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
High
SEC-13D/G registry, subject-verified

Business Model Components

Core Space

> *Pending Turn 2 — Business Model Type Agent population.*

Interaction Modes

> *Pending Turn 2 — Business Model Type Agent population.*

Product Matrix

> *Pending Turn 2 — Business Model Type Agent population.*

Historical Evolution Log

Live Operational Signals

Signal DateSignal TypeSummary
Source

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PASS2026-07-21no unmet atoms among this persona's authored questions
SKILL_LEGAL_SEC_01PASS2026-07-21no unmet atoms among this persona's authored questions
SKILL_SHORT_BEAR_01PASS2026-07-21no unmet atoms among this persona's authored questions
SKILL_MACRO_STRAT_01PASS2026-07-21no unmet atoms among this persona's authored questions
SKILL_OPS_PARTNER_01PASS2026-07-21no unmet atoms among this persona's authored questions

Live Status

No Live Status block found.