VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Unicharm Corporation vs REA Group Ltd

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

Unicharm Corporation

8113 · Tokyo Stock Exchange

Market cap (USD)$1.6T
Gross margin (TTM)38.5%
Operating margin (TTM)12.9%
Net margin (TTM)8.6%
SectorConsumer
IndustryHousehold & Personal Products
CountryJP
Data as of2025-12-29
Moat score
60/ 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 Unicharm Corporation's moat claims, evidence, and risks.

View 8113 analysis

REA Group Ltd

REA · ASX

Market cap (USD)—
Gross margin (TTM)—
Operating margin (TTM)—
Net margin (TTM)—
SectorCommunication Services
Industry—
CountryAU
Data as of2026-01-09
Moat score
91/ 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 REA Group Ltd's moat claims, evidence, and risks.

View REA analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 60 / 100 for Unicharm Corporation).
  • Segment focus: Unicharm Corporation has 5 segments; REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Unicharm Corporation has 7 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Unicharm Corporation

Baby and Child Care Products

Market

Disposable baby diapers and baby wipes

Geography

Japan, Asia, Middle East, and selected other markets

Customer

Consumers (parents/caregivers)

Role

Branded manufacturer

REA Group Ltd

Australia - Property & Online Advertising

Market

Australian online property classifieds & digital real estate advertising (residential + commercial listings)

Geography

Australia

Customer

Real estate agents/agencies and developers (advertisers) + property seekers (consumers)

Role

Marketplace operator / media & advertising platform

Revenue share

87.5%

Side-by-side metrics

Unicharm Corporation
REA Group Ltd
Ticker / Exchange
8113 - Tokyo Stock Exchange
REA - ASX
Market cap (USD)
$1.6T
n/a
Gross margin (TTM)
38.5%
n/a
Operating margin (TTM)
12.9%
n/a
Net margin (TTM)
8.6%
n/a
Sector
Consumer
Communication Services
Industry
Household & Personal Products
n/a
HQ country
JP
AU
Primary segment
Baby and Child Care Products
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
35%-84% (reported)
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Moderate
Strong
Moat score
60 / 100
91 / 100
Moat domains
Demand, Supply, Legal
Network, Demand, Supply
Last update
2025-12-29
2026-01-09

Moat coverage

Shared moat types

Brand TrustDistribution ControlHabit Default

Unicharm Corporation strengths

Capex Knowhow ScaleTraining Org Change CostsIP Choke PointOperational Excellence

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow Lockin

Segment mix

Unicharm Corporation segments

Full profile >

Baby and Child Care Products

Oligopoly

n/a

Feminine Care Products

Oligopoly

n/a

Wellness Care Products (Adult Incontinence)

Oligopoly

n/a

Pet Care Products

Competitive

n/a

Industrial Materials and Other Businesses

Competitive

n/a

REA Group Ltd segments

Full profile >

Australia - Property & Online Advertising

Duopoly

87.5%

Australia - Financial Services

Competitive

4.8%

India - Online Property Classifieds

Oligopoly

7.7%

Want the full wide moat stocks list?

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

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.