VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Auto Trader Group plc vs Casey's General Stores, Inc.

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

Casey's General Stores, Inc.

CASY · NASDAQ

Market cap (USD)$22B
Gross margin (TTM)23.4%
Operating margin (TTM)5.3%
Net margin (TTM)3.6%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-01-06
Moat score
54/ 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 Casey's General Stores, Inc.'s moat claims, evidence, and risks.

View CASY analysis

Comparison highlights

  • Moat score gap: Auto Trader Group plc leads (96 / 100 vs 54 / 100 for Casey's General Stores, Inc.).
  • Segment focus: Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)); Casey's General Stores, Inc. has 4 segments (61.3% in Fuel).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Auto Trader Group plc has 4 moat types across 2 domains; Casey's General Stores, Inc. has 7 across 2.

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%

Casey's General Stores, Inc.

Fuel

Market

Retail motor fuel sold through convenience-store fuel sites (gasoline and diesel)

Geography

United States (Casey's operating footprint; Midwest/South)

Customer

Motorists / consumers (in-store and pay-at-the-pump transactions)

Role

Fuel retailer (with some self-distribution/wholesale capabilities)

Revenue share

61.3%

Side-by-side metrics

Auto Trader Group plc
Casey's General Stores, Inc.
Ticker / Exchange
AUTO - London Stock Exchange
CASY - NASDAQ
Market cap (USD)
n/a
$22B
Gross margin (TTM)
n/a
23.4%
Operating margin (TTM)
n/a
5.3%
Net margin (TTM)
n/a
3.6%
Sector
Communication Services
Consumer
Industry
n/a
Specialty Retail
HQ country
GB
US
Primary segment
Autotrader (UK automotive marketplace & data platform)
Fuel
Market structure
Quasi-Monopoly
Competitive
Market share
75%-80% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
96 / 100
54 / 100
Moat domains
Network, Demand
Demand, Supply
Last update
2026-01-10
2026-01-06

Moat coverage

Shared moat types

Habit Default

Auto Trader Group plc strengths

Two Sided NetworkData Workflow LockinEcosystem Complements

Casey's General Stores, Inc. strengths

Brand TrustOperational ExcellencePhysical Network DensityDistribution ControlSupply Chain ControlScope Economies

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%

Casey's General Stores, Inc. segments

Full profile >

Prepared Food and Dispensed Beverage

Competitive

10.1%

Grocery and General Merchandise

Competitive

26%

Fuel

Competitive

61.3%

Other (wholesale fuel, car wash, lottery)

Competitive

2.6%

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.