VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Brookfield Corporation vs REA Group Ltd

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)$107B

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

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 65 / 100 for Brookfield Corporation).
Segment focus: Brookfield Corporation has 6 segments; REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Strong.
Moat breadth: Brookfield Corporation has 10 moat types across 5 domains; REA Group Ltd has 6 across 3.

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

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

Brookfield Corporation

REA Group Ltd

Ticker / Exchange

BN - New York Stock Exchange

REA - ASX

Market cap (USD)

$107B

n/a

Gross margin (TTM)

34.5%

n/a

Operating margin (TTM)

24.1%

n/a

Net margin (TTM)

1.3%

n/a

Sector

Financials

Communication Services

Industry

Asset Management

n/a

HQ country

Primary segment

Asset Management

Australia - Property & Online Advertising

Market structure

Oligopoly

Duopoly

Market share

n/a

78%-82% (implied)

HHI estimate

n/a

6,800

Pricing power

Moderate

Strong

Moat score

65 / 100

91 / 100

Moat domains

Demand, Network, Financial, Supply, Legal

Network, Demand, Supply

Last update

2026-01-05

2026-01-09

Moat coverage

Shared moat types

Brand Trust

Brookfield Corporation strengths

Long Term ContractsEcosystem ComplementsFloat PrepaymentCost Of Capital AdvantageCapex Knowhow ScalePermits Rights Of WayPhysical Network DensityOperational ExcellenceGeographic Natural

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinDistribution ControlHabit Default

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

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?

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

View the moat stocks list

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.