VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Oriental Land Co., Ltd. vs James Hardie Industries plc

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

Oriental Land Co., Ltd.

4661 · Tokyo Stock Exchange

Market cap (USD)
SectorConsumer
CountryJP
Data as of2025-12-30
Moat score
95/ 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 Oriental Land Co., Ltd.'s moat claims, evidence, and risks.

View 4661 analysis

James Hardie Industries plc

JHX · ASX

Market cap (USD)
SectorMaterials
CountryIE
Data as of2025-12-28
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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

  • Moat score gap: Oriental Land Co., Ltd. leads (95 / 100 vs 74 / 100 for James Hardie Industries plc).
  • Segment focus: Oriental Land Co., Ltd. has 3 segments (81.3% in Theme Park Segment); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Duopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Oriental Land Co., Ltd. has 5 moat types across 4 domains; James Hardie Industries plc has 5 across 2.

Primary market context

Oriental Land Co., Ltd.

Theme Park Segment

Market

Large-scale destination theme parks in Japan (Tokyo Disney Resort parks: Tokyo Disneyland and Tokyo DisneySea)

Geography

Japan (with inbound tourism)

Customer

Consumers (domestic residents and inbound tourists), plus group/agency channels

Role

Owner/operator of theme parks under licensed IP

Revenue share

81.3%

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

Oriental Land Co., Ltd.
James Hardie Industries plc
Ticker / Exchange
4661 - Tokyo Stock Exchange
JHX - ASX
Market cap (USD)
n/a
n/a
Sector
Consumer
Materials
HQ country
JP
IE
Primary segment
Theme Park Segment
Siding & Trim
Market structure
Duopoly
Quasi-Monopoly
Market share
62%-65% (implied)
88%-92% (estimated)
HHI estimate
5,349
n/a
Pricing power
Strong
Moderate
Moat score
95 / 100
74 / 100
Moat domains
Legal, Demand, Supply, Network
Supply, Demand
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Brand TrustCapex Knowhow ScaleDistribution Control

Oriental Land Co., Ltd. strengths

Content Rights CurrencyEcosystem Complements

James Hardie Industries plc strengths

Long Term ContractsOperational Excellence

Segment mix

Oriental Land Co., Ltd. segments

Full profile >

Theme Park Segment

Duopoly

81.3%

Hotel Business Segment

Oligopoly

16.2%

Other Business Segment

Competitive

2.5%

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

Want the full wide moat stocks list?

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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.