VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Auto Trader Group plc vs Honeywell International 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

Honeywell International Inc.

HON · The Nasdaq Stock Market LLC

Market cap (USD)$131.7B
Gross margin (TTM)37.1%
Operating margin (TTM)19.3%
Net margin (TTM)15.1%
SectorIndustrials
IndustryConglomerates
CountryUS
Data as of2026-01-02
Moat score
58/ 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 Honeywell International Inc.'s moat claims, evidence, and risks.

View HON analysis

Comparison highlights

  • Moat score gap: Auto Trader Group plc leads (96 / 100 vs 58 / 100 for Honeywell International Inc.).
  • Segment focus: Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)); Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Auto Trader Group plc has 4 moat types across 2 domains; Honeywell International Inc. has 9 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%

Honeywell International Inc.

Aerospace Technologies

Market

Aerospace systems, avionics, propulsion & aftermarket MRO services

Geography

Global

Customer

Aircraft OEMs, airlines/operators, defense & space contractors

Role

Tier-1 supplier + aftermarket service provider

Revenue share

40.2%

Side-by-side metrics

Auto Trader Group plc
Honeywell International Inc.
Ticker / Exchange
AUTO - London Stock Exchange
HON - The Nasdaq Stock Market LLC
Market cap (USD)
n/a
$131.7B
Gross margin (TTM)
n/a
37.1%
Operating margin (TTM)
n/a
19.3%
Net margin (TTM)
n/a
15.1%
Sector
Communication Services
Industrials
Industry
n/a
Conglomerates
HQ country
GB
US
Primary segment
Autotrader (UK automotive marketplace & data platform)
Aerospace Technologies
Market structure
Quasi-Monopoly
Oligopoly
Market share
75%-80% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
96 / 100
58 / 100
Moat domains
Network, Demand
Demand, Legal
Last update
2026-01-10
2026-01-02

Moat coverage

Shared moat types

Data Workflow Lockin

Auto Trader Group plc strengths

Two Sided NetworkHabit DefaultEcosystem Complements

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeSuite BundlingBrand TrustSwitching Costs GeneralIP Choke PointDesign In QualificationLong Term Contracts

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%

Honeywell International Inc. segments

Full profile >

Aerospace Technologies

Oligopoly

40.2%

Industrial Automation

Competitive

26.1%

Building Automation

Oligopoly

17%

Energy and Sustainability Solutions

Oligopoly

16.7%

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.