VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Auto Trader Group plc vs Sea Limited

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

Sea Limited

SE · New York Stock Exchange

Market cap (USD)$79B
Gross margin (TTM)44.9%
Operating margin (TTM)8.2%
Net margin (TTM)6.8%
SectorConsumer
IndustrySpecialty Retail
CountrySG
Data as of2026-01-06
Moat score
69/ 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 Sea Limited's moat claims, evidence, and risks.

View SE analysis

Comparison highlights

  • Moat score gap: Auto Trader Group plc leads (96 / 100 vs 69 / 100 for Sea Limited).
  • Segment focus: Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)); Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
  • 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; Sea Limited has 6 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%

Sea Limited

Shopee (E-commerce)

Market

E-commerce marketplace and related value-added services

Geography

Southeast Asia, Taiwan, Brazil

Customer

Consumers and sellers

Role

Marketplace operator

Revenue share

73.8%

Side-by-side metrics

Auto Trader Group plc
Sea Limited
Ticker / Exchange
AUTO - London Stock Exchange
SE - New York Stock Exchange
Market cap (USD)
n/a
$79B
Gross margin (TTM)
n/a
44.9%
Operating margin (TTM)
n/a
8.2%
Net margin (TTM)
n/a
6.8%
Sector
Communication Services
Consumer
Industry
n/a
Specialty Retail
HQ country
GB
SG
Primary segment
Autotrader (UK automotive marketplace & data platform)
Shopee (E-commerce)
Market structure
Quasi-Monopoly
Oligopoly
Market share
75%-80% (reported)
52% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
96 / 100
69 / 100
Moat domains
Network, Demand
Network, Supply, Legal
Last update
2026-01-10
2026-01-06

Moat coverage

Shared moat types

Two Sided NetworkEcosystem Complements

Auto Trader Group plc strengths

Data Workflow LockinHabit Default

Sea Limited strengths

Distribution ControlRegulated Standards PipeDirect Network EffectsContractual 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%

Sea Limited segments

Full profile >

Shopee (E-commerce)

Oligopoly

73.8%

SeaMoney (Digital Financial Services)

Competitive

14.1%

Garena (Digital Entertainment)

Competitive

11.4%

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.