VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Auto Trader Group plc vs Brookfield Infrastructure Partners L.P.

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

Auto Trader Group plc

AUTO · London Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryGB
Data as of2026-01-10
Moat score
96/ 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 Auto Trader Group plc's moat claims, evidence, and risks.

View AUTO analysis

Brookfield Infrastructure Partners L.P.

BIP · New York Stock Exchange

Market cap (USD)$15.5B
Gross margin (TTM)26.4%
Operating margin (TTM)24.6%
Net margin (TTM)3.6%
SectorUtilities
IndustryDiversified Utilities
CountryBM
Data as of2025-12-31
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 Brookfield Infrastructure Partners L.P.'s moat claims, evidence, and risks.

View BIP analysis

Comparison highlights

  • Moat score gap: Auto Trader Group plc leads (96 / 100 vs 74 / 100 for Brookfield Infrastructure Partners L.P.).
  • Segment focus: Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)); Brookfield Infrastructure Partners L.P. has 4 segments.
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Auto Trader Group plc has 4 moat types across 2 domains; Brookfield Infrastructure Partners L.P. has 4 across 3.

Primary market context

Auto Trader Group plc

Autotrader (UK automotive marketplace & data platform)

Market

UK digital automotive marketplace (new & used) with retailer advertising/data products

Geography

United Kingdom

Customer

Consumers, vehicle retailers, OEMs/advertising agencies

Role

Two-sided marketplace + advertising/data & workflow tools

Revenue share

93.3%

Brookfield Infrastructure Partners L.P.

Utilities

Market

Regulated and contracted utility infrastructure (electric transmission, gas pipelines/distribution, metering and residential energy services)

Geography

Global

Customer

Regulators and contracted counterparties; residential and commercial end-users via utility networks

Role

Owner-operator of regulated networks and contracted utility assets

Side-by-side metrics

Auto Trader Group plc
Brookfield Infrastructure Partners L.P.
Ticker / Exchange
AUTO - London Stock Exchange
BIP - New York Stock Exchange
Market cap (USD)
n/a
$15.5B
Gross margin (TTM)
n/a
26.4%
Operating margin (TTM)
n/a
24.6%
Net margin (TTM)
n/a
3.6%
Sector
Communication Services
Utilities
Industry
n/a
Diversified Utilities
HQ country
GB
BM
Primary segment
Autotrader (UK automotive marketplace & data platform)
Utilities
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
75%-80% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
96 / 100
74 / 100
Moat domains
Network, Demand
Legal, Demand, Supply
Last update
2026-01-10
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Auto Trader Group plc strengths

Two Sided NetworkData Workflow LockinHabit DefaultEcosystem Complements

Brookfield Infrastructure Partners L.P. strengths

Concession LicenseLong Term ContractsPhysical Network DensityScale Economies Unit Cost

Segment mix

Auto Trader Group plc segments

Full profile >

Autotrader (UK automotive marketplace & data platform)

Quasi-Monopoly

93.3%

Autorama (vehicle leasing marketplace)

Competitive

6.7%

Brookfield Infrastructure Partners L.P. segments

Full profile >

Utilities

Quasi-Monopoly

n/a

Transport

Oligopoly

n/a

Midstream

Oligopoly

n/a

Data

Oligopoly

n/a

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.