VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Cintas Corporation vs Transurban Group

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

Cintas Corporation

CTAS · NASDAQ

Market cap (USD)$74.7B
Gross margin (TTM)50.3%
Operating margin (TTM)23%
Net margin (TTM)17.6%
SectorIndustrials
IndustrySpecialty Business Services
CountryUS
Data as of2026-01-01
Moat score
63/ 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 Cintas Corporation's moat claims, evidence, and risks.

View CTAS analysis

Transurban Group

TCL · Australian Securities Exchange

Market cap (USD)$42.6B
Gross margin (TTM)43.4%
Operating margin (TTM)39.4%
Net margin (TTM)5.8%
SectorIndustrials
IndustryIndustrial - Infrastructure Operations
CountryAU
Data as of2026-01-04
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 Transurban Group's moat claims, evidence, and risks.

View TCL analysis

Comparison highlights

  • Moat score gap: Transurban Group leads (91 / 100 vs 63 / 100 for Cintas Corporation).
  • Segment focus: Cintas Corporation has 3 segments (77.1% in Uniform Rental and Facility Services); Transurban Group has 4 segments (49.5% in Sydney toll roads).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Cintas Corporation has 5 moat types across 2 domains; Transurban Group has 3 across 3.

Primary market context

Cintas Corporation

Uniform Rental and Facility Services

Market

B2B uniform rental and route-based facility services (entrance mats, restroom supplies, towels/mops, etc.)

Geography

North America (primarily United States; also Canada and Latin America)

Customer

Businesses (SMB to large enterprise) via local delivery routes and branches

Role

Service operator / rental provider (route-based distribution and processing network)

Revenue share

77.1%

Transurban Group

Sydney toll roads

Market

Urban toll-road concessions (Sydney)

Geography

Sydney, New South Wales, Australia

Customer

Motorists and commercial fleet operators

Role

Concessionaire / operator and developer

Revenue share

49.5%

Side-by-side metrics

Cintas Corporation
Transurban Group
Ticker / Exchange
CTAS - NASDAQ
TCL - Australian Securities Exchange
Market cap (USD)
$74.7B
$42.6B
Gross margin (TTM)
50.3%
43.4%
Operating margin (TTM)
23%
39.4%
Net margin (TTM)
17.6%
5.8%
Sector
Industrials
Industrials
Industry
Specialty Business Services
Industrial - Infrastructure Operations
HQ country
US
AU
Primary segment
Uniform Rental and Facility Services
Sydney toll roads
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
91 / 100
Moat domains
Supply, Demand
Legal, Financial, Demand
Last update
2026-01-01
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Cintas Corporation strengths

Service Field NetworkProcurement InertiaSuite BundlingOperational ExcellenceSwitching Costs General

Transurban Group strengths

Concession LicenseBenchmark Pricing PowerDynamic congestion pricing

Segment mix

Cintas Corporation segments

Full profile >

Uniform Rental and Facility Services

Competitive

77.1%

First Aid and Safety Services

Competitive

11.8%

All Other (Fire Protection Services and Uniform Direct Sale)

Competitive

11.1%

Transurban Group segments

Full profile >

Sydney toll roads

Quasi-Monopoly

49.5%

Melbourne toll roads

Quasi-Monopoly

26.5%

Brisbane toll roads

Quasi-Monopoly

16%

North America managed lanes and concessions

Quasi-Monopoly

8.1%

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.