VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Eaton Corporation plc vs REA Group Ltd

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

Eaton Corporation plc

ETN · New York Stock Exchange

Market cap (USD)$126B

Gross margin (TTM)38.1%

Operating margin (TTM)19.4%

Net margin (TTM)14.7%

SectorIndustrials

IndustryIndustrial - Machinery

CountryIE

Data as of2025-12-31

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 Eaton Corporation plc's moat claims, evidence, and risks.

View ETN 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 66 / 100 for Eaton Corporation plc).
Segment focus: Eaton Corporation plc has 5 segments (46% in Electrical Americas); 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: Eaton Corporation plc has 7 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Eaton Corporation plc

Electrical Americas

Market

Electrical components, power distribution systems/assemblies, and related services (Americas)

Geography

North and South America

Customer

Industrial, commercial/institutional, utilities, residential, and IT/data center customers (end users and channel partners)

Role

Manufacturer + systems/assembly provider + service provider

Revenue share

46%

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

Eaton Corporation plc

REA Group Ltd

Ticker / Exchange

ETN - New York Stock Exchange

REA - ASX

Market cap (USD)

$126B

n/a

Gross margin (TTM)

38.1%

n/a

Operating margin (TTM)

19.4%

n/a

Net margin (TTM)

14.7%

n/a

Sector

Industrials

Communication Services

Industry

Industrial - Machinery

n/a

HQ country

Primary segment

Electrical Americas

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

66 / 100

91 / 100

Moat domains

Supply, Demand, Legal

Network, Demand, Supply

Last update

2025-12-31

2026-01-09

Moat coverage

Shared moat types

Distribution Control

Eaton Corporation plc strengths

Scope EconomiesDesign In QualificationCompliance AdvantageInstalled Base ConsumablesLong Term ContractsService Field Network

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinBrand TrustHabit Default

Segment mix

Eaton Corporation plc segments

Full profile >

Electrical Americas

Oligopoly

46%

Electrical Global

Oligopoly

25.1%

Aerospace

Oligopoly

15%

Vehicle

Competitive

11.2%

eMobility

Competitive

2.7%

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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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.