VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Deere & Company vs REA Group Ltd

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

Deere & Company

DE · New York Stock Exchange

Market cap (USD)$132B
Gross margin (TTM)36.5%
Operating margin (TTM)18.8%
Net margin (TTM)11.3%
SectorIndustrials
IndustryAgricultural - Machinery
CountryUS
Data as of2025-12-29
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 Deere & Company's moat claims, evidence, and risks.

View DE analysis

REA Group Ltd

REA · ASX

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryAU
Data as of2026-01-09
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 63 / 100 for Deere & Company).
  • Segment focus: Deere & Company has 4 segments (38.4% in Production & Precision Agriculture); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Deere & Company has 5 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Deere & Company

Production & Precision Agriculture

Market

Large-scale agricultural equipment and integrated precision agriculture technology

Geography

Global

Customer

Production-scale growers; dealer/retail channels

Role

OEM + precision ag platform provider

Revenue share

38.4%

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

87.5%

Side-by-side metrics

Deere & Company
REA Group Ltd
Ticker / Exchange
DE - New York Stock Exchange
REA - ASX
Market cap (USD)
$132B
n/a
Gross margin (TTM)
36.5%
n/a
Operating margin (TTM)
18.8%
n/a
Net margin (TTM)
11.3%
n/a
Sector
Industrials
Communication Services
Industry
Agricultural - Machinery
n/a
HQ country
US
AU
Primary segment
Production & Precision Agriculture
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
n/a
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Moderate
Strong
Moat score
63 / 100
91 / 100
Moat domains
Demand, Supply, Financial
Network, Demand, Supply
Last update
2025-12-29
2026-01-09

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

Deere & Company strengths

Service Field NetworkSuite BundlingCost Of Capital Advantage

REA Group Ltd strengths

Two Sided NetworkData Network EffectsDistribution ControlHabit Default

Segment mix

Deere & Company segments

Full profile >

Production & Precision Agriculture

Oligopoly

38.4%

Small Agriculture & Turf

Competitive

22.8%

Construction & Forestry

Oligopoly

25.4%

Financial Services

Competitive

12.7%

REA Group Ltd segments

Full profile >

Australia - Property & Online Advertising

Duopoly

87.5%

Australia - Financial Services

Competitive

4.8%

India - Online Property Classifieds

Oligopoly

7.7%

Want the full wide moat stocks list?

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

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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.