VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

CoStar Group, Inc. vs The Home Depot, Inc.

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

CoStar Group, Inc.

CSGP · NASDAQ

Market cap (USD)$28.6B
SectorReal Estate
CountryUS
Data as of2025-12-29
Moat score
75/ 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 CoStar Group, Inc.'s moat claims, evidence, and risks.

View CSGP analysis

The Home Depot, Inc.

HD · New York Stock Exchange

Market cap (USD)$345.9B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
69/ 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 The Home Depot, Inc.'s moat claims, evidence, and risks.

View HD analysis

Comparison highlights

  • Moat score gap: CoStar Group, Inc. leads (75 / 100 vs 69 / 100 for The Home Depot, Inc.).
  • Segment focus: CoStar Group, Inc. has 6 segments (39% in Multifamily (Apartments.com Network)); The Home Depot, Inc. has 2 segments (96% in Primary segment - North American home improvement retail (stores + online)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: CoStar Group, Inc. has 9 moat types across 4 domains; The Home Depot, Inc. has 4 across 2.

Primary market context

CoStar Group, Inc.

Multifamily (Apartments.com Network)

Market

Online multifamily rental marketplaces and advertising

Geography

United States

Customer

Two-sided (renters + property managers/owners)

Role

Marketplace (subscription advertising + workflow tools)

Revenue share

39%

The Home Depot, Inc.

Primary segment - North American home improvement retail (stores + online)

Market

Home improvement retail (omnichannel)

Geography

North America (US, Canada, Mexico)

Customer

DIY homeowners and professional contractors

Role

Retailer

Revenue share

96%

Side-by-side metrics

CoStar Group, Inc.
The Home Depot, Inc.
Ticker / Exchange
CSGP - NASDAQ
HD - New York Stock Exchange
Market cap (USD)
$28.6B
$345.9B
Sector
Real Estate
Consumer
HQ country
US
US
Primary segment
Multifamily (Apartments.com Network)
Primary segment - North American home improvement retail (stores + online)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
75 / 100
69 / 100
Moat domains
Supply, Network, Demand, Legal
Supply, Demand
Last update
2025-12-29
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

CoStar Group, Inc. strengths

Capex Knowhow ScaleData Network EffectsData Workflow LockinDe Facto StandardIP Choke PointTwo Sided NetworkBrand TrustSuite BundlingEcosystem Complements

The Home Depot, Inc. strengths

Physical Network DensityDistribution ControlProcurement InertiaScale Economies Unit Cost

Segment mix

CoStar Group, Inc. segments

Full profile >

CoStar (commercial real estate info & analytics)

Oligopoly

37.3%

Information Services (lease management software + international info)

Competitive

5%

Multifamily (Apartments.com Network)

Oligopoly

39%

LoopNet (commercial property marketing marketplace)

Oligopoly

10.3%

Residential (Homes.com + OnTheMarket)

Oligopoly

3.7%

Other Marketplaces (Ten-X, Land.com, BizBuySell, etc.)

Competitive

4.8%

The Home Depot, Inc. segments

Full profile >

Primary segment - North American home improvement retail (stores + online)

Competitive

96%

Other - Specialty trade distribution (SRS: roofing, landscape, pool)

Competitive

4%

Want the full wide moat stocks list?

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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.