VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Broadridge Financial Solutions, Inc. vs REA Group Ltd

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

Broadridge Financial Solutions, Inc.

BR · New York Stock Exchange

Market cap (USD)$26.1B
Gross margin (TTM)31.3%
Operating margin (TTM)17.6%
Net margin (TTM)13.1%
SectorTechnology
IndustrySoftware - Services
CountryUS
Data as of2025-12-26
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 Broadridge Financial Solutions, Inc.'s moat claims, evidence, and risks.

View BR 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: both at 91 / 100.
  • Segment focus: Broadridge Financial Solutions, Inc. has 2 segments (74.2% in Investor Communication Solutions); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
  • Primary market structure: Quasi-Monopoly vs Duopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Broadridge Financial Solutions, Inc. has 5 moat types across 4 domains; REA Group Ltd has 6 across 3.

Primary market context

Broadridge Financial Solutions, Inc.

Investor Communication Solutions

Market

Proxy distribution, vote processing, and regulatory investor communications

Geography

Primarily United States (with select international services)

Customer

Public companies, mutual funds, banks and broker-dealers, asset managers

Role

Outsourced intermediary for shareholder communications and proxy voting workflows

Revenue share

74.2%

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

Broadridge Financial Solutions, Inc.
REA Group Ltd
Ticker / Exchange
BR - New York Stock Exchange
REA - ASX
Market cap (USD)
$26.1B
n/a
Gross margin (TTM)
31.3%
n/a
Operating margin (TTM)
17.6%
n/a
Net margin (TTM)
13.1%
n/a
Sector
Technology
Communication Services
Industry
Software - Services
n/a
HQ country
US
AU
Primary segment
Investor Communication Solutions
Australia - Property & Online Advertising
Market structure
Quasi-Monopoly
Duopoly
Market share
85%-95% (estimated)
78%-82% (implied)
HHI estimate
8,200
6,800
Pricing power
Moderate
Strong
Moat score
91 / 100
91 / 100
Moat domains
Legal, Supply, Network, Demand
Network, Demand, Supply
Last update
2025-12-26
2026-01-09

Moat coverage

Shared moat types

Two Sided Network

Broadridge Financial Solutions, Inc. strengths

Regulated Standards PipeScale Economies Unit CostSwitching Costs GeneralInteroperability Hub

REA Group Ltd strengths

Data Network EffectsData Workflow LockinBrand TrustDistribution ControlHabit Default

Segment mix

Broadridge Financial Solutions, Inc. segments

Full profile >

Investor Communication Solutions

Quasi-Monopoly

74.2%

Global Technology and Operations

Oligopoly

25.8%

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.

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Looking for expansion-stage stocks?

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.