VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

AutoZone, Inc. vs REA Group Ltd

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

AutoZone, Inc.

AZO · New York Stock Exchange

Market cap (USD)$57.2B
Gross margin (TTM)52.2%
Operating margin (TTM)18.4%
Net margin (TTM)12.8%
SectorConsumer
IndustryAuto - Parts
CountryUS
Data as of2025-12-31
Moat score
59/ 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 AutoZone, Inc.'s moat claims, evidence, and risks.

View AZO analysis

REA Group Ltd

REA · ASX

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryAU
Data as of2026-01-09
Moat score
91/ 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 REA Group Ltd's moat claims, evidence, and risks.

View REA analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 59 / 100 for AutoZone, Inc.).
  • Segment focus: AutoZone, Inc. has 2 segments (88% in U.S. Auto Parts Retail & Commercial Distribution); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
  • Primary market structure: Competitive vs Duopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: AutoZone, Inc. has 6 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

AutoZone, Inc.

U.S. Auto Parts Retail & Commercial Distribution

Market

U.S. automotive aftermarket replacement parts & accessories retail and commercial distribution

Geography

United States

Customer

DIY consumers; professional repair shops (DIFM)

Role

Retailer and distributor

Revenue share

88%

REA Group Ltd

Australia - Property & Online Advertising

Market

Australian online property classifieds & digital real estate advertising (residential + commercial listings)

Geography

Australia

Customer

Real estate agents/agencies and developers (advertisers) + property seekers (consumers)

Role

Marketplace operator / media & advertising platform

Revenue share

87.5%

Side-by-side metrics

AutoZone, Inc.
REA Group Ltd
Ticker / Exchange
AZO - New York Stock Exchange
REA - ASX
Market cap (USD)
$57.2B
n/a
Gross margin (TTM)
52.2%
n/a
Operating margin (TTM)
18.4%
n/a
Net margin (TTM)
12.8%
n/a
Sector
Consumer
Communication Services
Industry
Auto - Parts
n/a
HQ country
US
AU
Primary segment
U.S. Auto Parts Retail & Commercial Distribution
Australia - Property & Online Advertising
Market structure
Competitive
Duopoly
Market share
n/a
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Moderate
Strong
Moat score
59 / 100
91 / 100
Moat domains
Supply, Demand, Financial
Network, Demand, Supply
Last update
2025-12-31
2026-01-09

Moat coverage

Shared moat types

Distribution ControlBrand Trust

AutoZone, Inc. strengths

Physical Network DensityService Field NetworkOperational ExcellenceNegative Working Capital

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinHabit Default

Segment mix

AutoZone, Inc. segments

Full profile >

U.S. Auto Parts Retail & Commercial Distribution

Competitive

88%

International Auto Parts Retail & Commercial Distribution (Mexico & Brazil)

Competitive

12%

REA Group Ltd segments

Full profile >

Australia - Property & Online Advertising

Duopoly

87.5%

Australia - Financial Services

Competitive

4.8%

India - Online Property Classifieds

Oligopoly

7.7%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.