VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Canadian National Railway Company vs Rightmove plc

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

Canadian National Railway Company

CNR · Toronto Stock Exchange

Market cap (USD)$86.3B
Gross margin (TTM)48.8%
Operating margin (TTM)37.7%
Net margin (TTM)26.9%
SectorIndustrials
IndustryRailroads
CountryCA
Data as of2025-12-30
Moat score
97/ 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 Canadian National Railway Company's moat claims, evidence, and risks.

View CNR analysis

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Canadian National Railway Company leads (97 / 100 vs 88 / 100 for Rightmove plc).
  • Segment focus: Canadian National Railway Company has 2 segments (96.2% in Rail freight transportation network); Rightmove plc has 3 segments (71.8% in Agency).
  • Primary market structure: Duopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Canadian National Railway Company has 4 moat types across 2 domains; Rightmove plc has 5 across 2.

Primary market context

Canadian National Railway Company

Rail freight transportation network

Market

Canadian Class I freight rail transportation

Geography

Canada (with U.S. cross-border corridors)

Customer

Industrial shippers, intermodal customers, and auto supply chains

Role

Line-haul freight railway (Class I)

Revenue share

96.2%

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

Canadian National Railway Company
Rightmove plc
Ticker / Exchange
CNR - Toronto Stock Exchange
RMV - London Stock Exchange
Market cap (USD)
$86.3B
$5.2B
Gross margin (TTM)
48.8%
n/a
Operating margin (TTM)
37.7%
n/a
Net margin (TTM)
26.9%
n/a
Sector
Industrials
Real Estate
Industry
Railroads
n/a
HQ country
CA
GB
Primary segment
Rail freight transportation network
Agency
Market structure
Duopoly
Quasi-Monopoly
Market share
50%-56% (estimated)
70%-82% (reported)
HHI estimate
4,031
n/a
Pricing power
Moderate
Strong
Moat score
97 / 100
88 / 100
Moat domains
Legal, Supply
Network, Demand
Last update
2025-12-30
2026-01-09

Moat coverage

Shared moat types

No overlap yet.

Canadian National Railway Company strengths

Permits Rights Of WayPhysical Network DensityScale Economies Unit CostScope Economies

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem ComplementsData Workflow Lockin

Segment mix

Canadian National Railway Company segments

Full profile >

Rail freight transportation network

Duopoly

96.2%

Non-rail logistics and ancillary services

Competitive

3.8%

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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.