VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

Wide Moat StocksExpansion-Stage Stocks Home My Collections

Stock Comparison

Dino Polska S.A. vs James Hardie Industries plc

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

Dino Polska S.A.

DNP · Warsaw Stock Exchange

Market cap (USD)$3.7B
Gross margin (TTM)26.1%
Operating margin (TTM)272.7%
Net margin (TTM)261.5%
SectorConsumer
IndustryAsset Management - Income
CountryPL
Data as of2026-01-05
Moat score
66/ 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 Dino Polska S.A.'s moat claims, evidence, and risks.

View DNP analysis

James Hardie Industries plc

JHX · ASX

Market cap (USD)$18.2B
Gross margin (TTM)36.3%
Operating margin (TTM)13.6%
Net margin (TTM)4.7%
SectorMaterials
IndustryConstruction Materials
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 66 / 100 for Dino Polska S.A.).
  • Segment focus: Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Dino Polska S.A. has 5 moat types across 2 domains; James Hardie Industries plc has 5 across 2.

Primary market context

Dino Polska S.A.

Proximity grocery retail (Dino stores)

Market

Retail grocery (mid-sized proximity supermarkets)

Geography

Poland

Customer

Households / consumers

Role

Brick-and-mortar grocery retailer

Revenue share

100%

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

Dino Polska S.A.
James Hardie Industries plc
Ticker / Exchange
DNP - Warsaw Stock Exchange
JHX - ASX
Market cap (USD)
$3.7B
$18.2B
Gross margin (TTM)
26.1%
36.3%
Operating margin (TTM)
272.7%
13.6%
Net margin (TTM)
261.5%
4.7%
Sector
Consumer
Materials
Industry
Asset Management - Income
Construction Materials
HQ country
PL
IE
Primary segment
Proximity grocery retail (Dino stores)
Siding & Trim
Market structure
Oligopoly
Quasi-Monopoly
Market share
7%-9% (reported)
88%-92% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
66 / 100
74 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

Operational Excellence

Dino Polska S.A. strengths

Physical Network DensityHabit DefaultSupply Chain ControlScale Economies Unit Cost

James Hardie Industries plc strengths

Capex Knowhow ScaleBrand TrustLong Term ContractsDistribution Control

Segment mix

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

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%

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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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.