VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Auto Trader Group plc vs Masco Corporation

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

Masco Corporation

MAS · New York Stock Exchange

Market cap (USD)$14.4B
Gross margin (TTM)35.7%
Operating margin (TTM)17%
Net margin (TTM)10.9%
SectorIndustrials
IndustryConstruction
CountryUS
Data as of2025-12-26
Moat score
72/ 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 Masco Corporation's moat claims, evidence, and risks.

View MAS analysis

Comparison highlights

  • Moat score gap: Auto Trader Group plc leads (96 / 100 vs 72 / 100 for Masco Corporation).
  • Segment focus: Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)); Masco Corporation has 2 segments (62% in Plumbing Products).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Auto Trader Group plc has 4 moat types across 2 domains; Masco Corporation has 3 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%

Masco Corporation

Plumbing Products

Market

Residential plumbing fixtures and fittings (faucets, showers, valves, bath hardware, sinks) and plumbing components

Geography

North America and Europe

Customer

Home center retailers, wholesalers/distributors and online retailers; end users include plumbers, contractors, remodelers, homebuilders and consumers

Role

Branded manufacturer

Revenue share

62%

Side-by-side metrics

Auto Trader Group plc
Masco Corporation
Ticker / Exchange
AUTO - London Stock Exchange
MAS - New York Stock Exchange
Market cap (USD)
n/a
$14.4B
Gross margin (TTM)
n/a
35.7%
Operating margin (TTM)
n/a
17%
Net margin (TTM)
n/a
10.9%
Sector
Communication Services
Industrials
Industry
n/a
Construction
HQ country
GB
US
Primary segment
Autotrader (UK automotive marketplace & data platform)
Plumbing Products
Market structure
Quasi-Monopoly
Oligopoly
Market share
75%-80% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
96 / 100
72 / 100
Moat domains
Network, Demand
Demand, Supply, Legal
Last update
2026-01-10
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Auto Trader Group plc strengths

Two Sided NetworkData Workflow LockinHabit DefaultEcosystem Complements

Masco Corporation strengths

Brand TrustScope EconomiesContractual Exclusivity

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%

Masco Corporation segments

Full profile >

Plumbing Products

Oligopoly

62%

Decorative Architectural Products

Oligopoly

38%

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.