VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Cablevisión Holding S.A. vs REA Group Ltd

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

Cablevisión Holding S.A.

CVH · Bolsas y Mercados Argentinos

Market cap (USD)$1.1B
Gross margin (TTM)52.1%
Operating margin (TTM)7.8%
Net margin (TTM)1.4%
SectorCommunication Services
IndustryTelecommunications Services
CountryAR
Data as of2026-05-01
Moat score
83/ 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 Cablevisión Holding S.A.'s moat claims, evidence, and risks.

View CVH analysis

REA Group Ltd

REA · ASX

Market cap (USD)$14.1B
Gross margin (TTM)54.2%
Operating margin (TTM)44.2%
Net margin (TTM)31.6%
SectorCommunication Services
IndustryInternet Content & Information
CountryAU
Data as of2026-05-26
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 83 / 100 for Cablevisión Holding S.A.).
  • Segment focus: Cablevisión Holding S.A. has 5 segments (49.1% in Mobile Services); REA Group Ltd has 3 segments (88.9% in Australia - Property & Online Advertising).
  • Primary market structure: Duopoly vs Duopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Cablevisión Holding S.A. has 6 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Cablevisión Holding S.A.

Mobile Services

Market

Argentina mobile telecommunications services

Geography

Argentina, with Personal operations also in Paraguay

Customer

Consumer and enterprise mobile subscribers

Role

Mobile network operator and convergent service provider through Telecom Argentina

Revenue share

49.1%

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

88.9%

Side-by-side metrics

Cablevisión Holding S.A.
REA Group Ltd
Ticker / Exchange
CVH - Bolsas y Mercados Argentinos
REA - ASX
Market cap (USD)
$1.1B
$14.1B
Gross margin (TTM)
52.1%
54.2%
Operating margin (TTM)
7.8%
44.2%
Net margin (TTM)
1.4%
31.6%
Sector
Communication Services
Communication Services
Industry
Telecommunications Services
Internet Content & Information
HQ country
AR
AU
Primary segment
Mobile Services
Australia - Property & Online Advertising
Market structure
Duopoly
Duopoly
Market share
58%-58.1% (estimated)
76%-77% (implied)
HHI estimate
5,123
6,399
Pricing power
Moderate
Strong
Moat score
83 / 100
91 / 100
Moat domains
Legal, Supply, Demand
Network, Demand, Supply
Last update
2026-05-01
2026-05-26

Moat coverage

Shared moat types

Distribution Control

Cablevisión Holding S.A. strengths

Concession LicenseScale Economies Unit CostSuite BundlingPhysical Network DensitySwitching Costs General

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinBrand TrustHabit Default

Segment mix

Cablevisión Holding S.A. segments

Full profile >

Mobile Services

Duopoly

49.1%

Internet Services

Oligopoly

21.7%

Cable Television Services

Oligopoly

11%

Fixed Telephony and Data Services

Quasi-Monopoly

12.1%

Other Services and Device Sales

Competitive

6%

REA Group Ltd segments

Full profile >

Australia - Property & Online Advertising

Duopoly

88.9%

Australia - Financial Services

Competitive

6.3%

India - Online Property Classifieds

Oligopoly

4.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.