VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Monday, December 29, 2025

Stock Comparison

Equifax Inc. vs Prosus N.V.

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

Equifax Inc.

EFX · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-26
Moat score
70/ 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 Equifax Inc.'s moat claims, evidence, and risks.

View EFX analysis

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$135.6B
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX analysis

Comparison highlights

  • Moat score gap: Equifax Inc. leads (70 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: Equifax Inc. has 3 segments (42.8% in Workforce Solutions); Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Equifax Inc. has 3 moat types across 3 domains; Prosus N.V. has 7 across 3.

Primary market context

Equifax Inc.

Workforce Solutions

Market

Income & employment verification and employer HR compliance services

Geography

Primarily U.S. (with smaller international offerings)

Customer

Employers, lenders, government agencies, and credentialed verifiers

Role

Payroll-fed data & verification intermediary

Revenue share

42.8%

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

Side-by-side metrics

Equifax Inc.
Prosus N.V.
Ticker / Exchange
EFX - New York Stock Exchange
PRX - Euronext Amsterdam
Market cap (USD)
n/a
$135.6B
Sector
Industrials
Technology
HQ country
US
NL
Primary segment
Workforce Solutions
Etail (eMAG marketplace + fulfillment)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
70 / 100
49 / 100
Moat domains
Network, Demand, Legal
Network, Supply, Demand
Last update
2025-12-26
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Equifax Inc. strengths

Data Network EffectsData Workflow LockinCompliance Advantage

Prosus N.V. strengths

Two Sided NetworkPhysical Network DensityHabit DefaultBrand TrustDesign In QualificationScale Economies Unit CostScope Economies

Segment mix

Equifax Inc. segments

Full profile >

Workforce Solutions

Oligopoly

42.8%

U.S. Information Solutions

Oligopoly

33.3%

International

Competitive

23.8%

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

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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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.