VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Coloplast A/S vs REA Group Ltd

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

Coloplast A/S

COLOB · Nasdaq Copenhagen

Market cap (USD)$127.6B

Gross margin (TTM)65.1%

Operating margin (TTM)27.2%

Net margin (TTM)13%

SectorHealthcare

IndustryMedical - Instruments & Supplies

CountryDK

Data as of2025-12-29

Moat score

77/ 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 Coloplast A/S's moat claims, evidence, and risks.

View COLOB 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 77 / 100 for Coloplast A/S).
Segment focus: Coloplast A/S has 5 segments (35.5% in Ostomy Care); 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: Coloplast A/S has 7 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Coloplast A/S

Ostomy Care

Market

Ostomy care products (bags, plates, supporting products)

Geography

Global

Customer

Healthcare providers and distributors; end-users are ostomy patients

Role

Medical device manufacturer (disposable consumables)

Revenue share

35.5%

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

Coloplast A/S

REA Group Ltd

Ticker / Exchange

COLOB - Nasdaq Copenhagen

REA - ASX

Market cap (USD)

$127.6B

n/a

Gross margin (TTM)

65.1%

n/a

Operating margin (TTM)

27.2%

n/a

Net margin (TTM)

13%

n/a

Sector

Healthcare

Communication Services

Industry

Medical - Instruments & Supplies

n/a

HQ country

Primary segment

Ostomy Care

Australia - Property & Online Advertising

Market structure

Oligopoly

Duopoly

Market share

35%-40% (reported)

78%-82% (implied)

HHI estimate

n/a

6,800

Pricing power

Moderate

Strong

Moat score

77 / 100

91 / 100

Moat domains

Demand, Legal, Supply

Network, Demand, Supply

Last update

2025-12-29

2026-01-09

Moat coverage

Shared moat types

Brand Trust

Coloplast A/S strengths

Installed Base ConsumablesTraining Org Change CostsReputation ReviewsCompliance AdvantageDesign In QualificationService Field Network

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinDistribution ControlHabit Default

Segment mix

Coloplast A/S segments

Full profile >

Ostomy Care

Oligopoly

35.5%

Continence Care

Oligopoly

32.2%

Voice & Respiratory Care

Oligopoly

8.2%

Wound & Tissue Repair

Competitive

14.1%

Interventional Urology

Oligopoly

10%

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.

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.