VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 9, 2026

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Stock Comparison

Brookfield Corporation vs James Hardie Industries plc

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

Brookfield Corporation

BN · New York Stock Exchange

Market cap (USD)$109.6B
Gross margin (TTM)34.5%
Operating margin (TTM)24.1%
Net margin (TTM)1.3%
SectorFinancials
IndustryAsset Management
CountryCA
Data as of2026-01-05
Moat score
65/ 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 Brookfield Corporation's moat claims, evidence, and risks.

View BN analysis

James Hardie Industries plc

JHX · ASX

Market cap (USD)$18.2B
Gross margin (TTM)36.3%
Operating margin (TTM)13.6%
Net margin (TTM)4.7%
SectorMaterials
IndustryConstruction Materials
CountryIE
Data as of2025-12-28
Moat score
74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

  • Moat score gap: James Hardie Industries plc leads (74 / 100 vs 65 / 100 for Brookfield Corporation).
  • Segment focus: Brookfield Corporation has 6 segments; James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Brookfield Corporation has 10 moat types across 5 domains; James Hardie Industries plc has 5 across 2.

Primary market context

Brookfield Corporation

Asset Management

Market

Alternative asset management (private markets: infrastructure, renewables, private equity, real estate, credit)

Geography

Global

Customer

Institutional investors and private wealth channels

Role

General partner (GP) / asset manager

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

Brookfield Corporation
James Hardie Industries plc
Ticker / Exchange
BN - New York Stock Exchange
JHX - ASX
Market cap (USD)
$109.6B
$18.2B
Gross margin (TTM)
34.5%
36.3%
Operating margin (TTM)
24.1%
13.6%
Net margin (TTM)
1.3%
4.7%
Sector
Financials
Materials
Industry
Asset Management
Construction Materials
HQ country
CA
IE
Primary segment
Asset Management
Siding & Trim
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
88%-92% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
74 / 100
Moat domains
Demand, Network, Financial, Supply, Legal
Supply, Demand
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

Long Term ContractsBrand TrustCapex Knowhow ScaleOperational Excellence

Brookfield Corporation strengths

Ecosystem ComplementsFloat PrepaymentCost Of Capital AdvantagePermits Rights Of WayPhysical Network DensityGeographic Natural

James Hardie Industries plc strengths

Distribution Control

Segment mix

Brookfield Corporation segments

Full profile >

Asset Management

Oligopoly

n/a

Wealth Solutions (Insurance)

Competitive

n/a

Renewable Power and Transition

Competitive

n/a

Infrastructure

Oligopoly

n/a

Private Equity (Operating Businesses)

Competitive

n/a

Real Estate

Competitive

n/a

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.