VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Corteva, Inc. vs Transurban Group

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)$45.8B
Gross margin (TTM)46.1%
Operating margin (TTM)15.3%
Net margin (TTM)9.2%
SectorMaterials
IndustryAgricultural Inputs
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

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 60 / 100 for Corteva, Inc.).
  • Segment focus: Corteva, Inc. has 2 segments (56.5% in Seed); Transurban Group has 4 segments (49.5% in Sydney toll roads).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Corteva, Inc. has 4 moat types across 3 domains; Transurban Group has 3 across 3.

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%

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

Corteva, Inc.
Transurban Group
Ticker / Exchange
CTVA - New York Stock Exchange
TCL - Australian Securities Exchange
Market cap (USD)
$45.8B
$42.6B
Gross margin (TTM)
46.1%
43.4%
Operating margin (TTM)
15.3%
39.4%
Net margin (TTM)
9.2%
5.8%
Sector
Materials
Industrials
Industry
Agricultural Inputs
Industrial - Infrastructure Operations
HQ country
US
AU
Primary segment
Seed
Sydney toll roads
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
60 / 100
91 / 100
Moat domains
Legal, Supply, Demand
Legal, Financial, Demand
Last update
2025-12-28
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Corteva, Inc. strengths

IP Choke PointLearning Curve YieldSuite BundlingOperational Excellence

Transurban Group strengths

Concession LicenseBenchmark Pricing PowerDynamic congestion pricing

Segment mix

Corteva, Inc. segments

Full profile >

Seed

Oligopoly

56.5%

Crop Protection

Oligopoly

43.5%

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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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.