VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Entegris, Inc. vs REA Group Ltd

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

Entegris, Inc.

ENTG · The Nasdaq Global Select Market

Market cap (USD)$15.6B
Gross margin (TTM)44.9%
Operating margin (TTM)15.6%
Net margin (TTM)9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-26
Moat score
79/ 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 Entegris, Inc.'s moat claims, evidence, and risks.

View ENTG 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 79 / 100 for Entegris, Inc.).
  • Segment focus: Entegris, Inc. has 2 segments (56.9% in Advanced Purity Solutions); 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: Entegris, Inc. has 4 moat types across 2 domains; REA Group Ltd has 6 across 3.

Primary market context

Entegris, Inc.

Advanced Purity Solutions

Market

Semiconductor contamination control & purity infrastructure (liquid/gas filtration & purification, microenvironments, fluid management/materials handling)

Geography

Global

Customer

Semiconductor fabs, chemical manufacturers, and OEMs

Role

Contamination-control and materials-handling solutions supplier

Revenue share

56.9%

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

Entegris, Inc.
REA Group Ltd
Ticker / Exchange
ENTG - The Nasdaq Global Select Market
REA - ASX
Market cap (USD)
$15.6B
n/a
Gross margin (TTM)
44.9%
n/a
Operating margin (TTM)
15.6%
n/a
Net margin (TTM)
9%
n/a
Sector
Technology
Communication Services
Industry
Semiconductors
n/a
HQ country
US
AU
Primary segment
Advanced Purity Solutions
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
79 / 100
91 / 100
Moat domains
Demand, Supply
Network, Demand, Supply
Last update
2025-12-26
2026-01-09

Moat coverage

Shared moat types

No overlap yet.

Entegris, Inc. strengths

Design In QualificationLearning Curve YieldInstalled Base ConsumablesService Field Network

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinBrand TrustDistribution ControlHabit Default

Segment mix

Entegris, Inc. segments

Full profile >

Materials Solutions

Oligopoly

43.1%

Advanced Purity Solutions

Oligopoly

56.9%

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?

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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.