VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Corteva, Inc. vs James Hardie Industries plc

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

Corteva, Inc.

CTVA · New York Stock Exchange

Market cap (USD)
SectorMaterials
CountryUS
Data as of2025-12-28
Moat score
60/ 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 Corteva, Inc.'s moat claims, evidence, and risks.

View CTVA analysis

James Hardie Industries plc

JHX · ASX

Market cap (USD)
SectorMaterials
CountryIE
Data as of2025-12-28
Moat score
74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

  • Moat score gap: James Hardie Industries plc leads (74 / 100 vs 60 / 100 for Corteva, Inc.).
  • Segment focus: Corteva, Inc. has 2 segments (56.5% in Seed); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Corteva, Inc. has 4 moat types across 3 domains; James Hardie Industries plc has 5 across 2.

Primary market context

Corteva, Inc.

Seed

Market

Commercial agricultural seeds and traits (corn, soybean, and other crops)

Geography

Global

Customer

Farmers via agricultural retailers/dealers and distributors

Role

Seed genetics/trait developer + branded seed seller (OEM)

Revenue share

56.5%

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

Corteva, Inc.
James Hardie Industries plc
Ticker / Exchange
CTVA - New York Stock Exchange
JHX - ASX
Market cap (USD)
n/a
n/a
Sector
Materials
Materials
HQ country
US
IE
Primary segment
Seed
Siding & Trim
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
88%-92% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
60 / 100
74 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Operational Excellence

Corteva, Inc. strengths

IP Choke PointLearning Curve YieldSuite Bundling

James Hardie Industries plc strengths

Capex Knowhow ScaleBrand TrustLong Term ContractsDistribution Control

Segment mix

Corteva, Inc. segments

Full profile >

Seed

Oligopoly

56.5%

Crop Protection

Oligopoly

43.5%

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

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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.