VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Atlas Copco AB (publ) vs REA Group Ltd

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

Atlas Copco AB (publ)

ATCO-A · Nasdaq Stockholm

Market cap (USD)$867.9B
Gross margin (TTM)42.7%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustryIndustrial - Machinery
CountrySE
Data as of2026-01-05
Moat score
63/ 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 Atlas Copco AB (publ)'s moat claims, evidence, and risks.

View ATCO-A 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 63 / 100 for Atlas Copco AB (publ)).
  • Segment focus: Atlas Copco AB (publ) has 4 segments (43.8% in Compressor Technique); 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: Atlas Copco AB (publ) has 6 moat types across 2 domains; REA Group Ltd has 6 across 3.

Primary market context

Atlas Copco AB (publ)

Compressor Technique

Market

Industrial compressors, air/gas systems (including air treatment) and related aftermarket service

Geography

Global

Customer

Industrial and process customers; distributors; service-contract customers

Role

Equipment OEM + aftermarket service provider

Revenue share

43.8%

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

Atlas Copco AB (publ)
REA Group Ltd
Ticker / Exchange
ATCO-A - Nasdaq Stockholm
REA - ASX
Market cap (USD)
$867.9B
n/a
Gross margin (TTM)
42.7%
n/a
Operating margin (TTM)
21%
n/a
Net margin (TTM)
16.1%
n/a
Sector
Industrials
Communication Services
Industry
Industrial - Machinery
n/a
HQ country
SE
AU
Primary segment
Compressor Technique
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
n/a
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Moderate
Strong
Moat score
63 / 100
91 / 100
Moat domains
Supply, Demand
Network, Demand, Supply
Last update
2026-01-05
2026-01-09

Moat coverage

Shared moat types

Data Workflow Lockin

Atlas Copco AB (publ) strengths

Service Field NetworkDesign In QualificationLearning Curve YieldInstalled Base ConsumablesCapacity Moat

REA Group Ltd strengths

Two Sided NetworkData Network EffectsBrand TrustDistribution ControlHabit Default

Segment mix

Atlas Copco AB (publ) segments

Full profile >

Compressor Technique

Oligopoly

43.8%

Vacuum Technique

Oligopoly

22.9%

Industrial Technique

Oligopoly

16.7%

Power Technique

Competitive

16.7%

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?

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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.