VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Domino's Pizza, Inc. vs REA Group Ltd

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

Domino's Pizza, Inc.

DPZ · Nasdaq Global Select Market

Market cap (USD)$13.7B

Gross margin (TTM)39.8%

Operating margin (TTM)19.2%

Net margin (TTM)12.2%

SectorConsumer

IndustryRestaurants

CountryUS

Data as of2026-01-06

Moat score

77/ 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 Domino's Pizza, Inc.'s moat claims, evidence, and risks.

View DPZ 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 77 / 100 for Domino's Pizza, Inc.).
Segment focus: Domino's Pizza, Inc. has 3 segments (60.5% in Supply Chain); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
Primary market structure: Quasi-Monopoly vs Duopoly. Pricing power: Moderate vs Strong.
Moat breadth: Domino's Pizza, Inc. has 7 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Domino's Pizza, Inc.

Supply Chain

Market

Pizza ingredients manufacturing & distribution for Domino's system stores

Geography

United States and Canada

Customer

Domino's franchisees and company-owned stores

Role

Manufacturer / distributor

Revenue share

60.5%

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

Domino's Pizza, Inc.

REA Group Ltd

Ticker / Exchange

DPZ - Nasdaq Global Select Market

REA - ASX

Market cap (USD)

$13.7B

n/a

Gross margin (TTM)

39.8%

n/a

Operating margin (TTM)

19.2%

n/a

Net margin (TTM)

12.2%

n/a

Sector

Consumer

Communication Services

Industry

Restaurants

n/a

HQ country

Primary segment

Supply Chain

Australia - Property & Online Advertising

Market structure

Quasi-Monopoly

Duopoly

Market share

n/a

78%-82% (implied)

HHI estimate

n/a

6,800

Pricing power

Moderate

Strong

Moat score

77 / 100

91 / 100

Moat domains

Supply, Demand, Network

Network, Demand, Supply

Last update

2026-01-06

2026-01-09

Moat coverage

Shared moat types

Habit DefaultBrand Trust

Domino's Pizza, Inc. strengths

Physical Network DensityOperational ExcellenceSupply Chain ControlScale Economies Unit CostEcosystem Complements

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinDistribution Control

Segment mix

Domino's Pizza, Inc. segments

Full profile >

U.S. Stores

Oligopoly

32.8%

Supply Chain

Quasi-Monopoly

60.5%

International Franchise

Competitive

6.8%

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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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.