VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Experian plc vs Transurban Group

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

Experian plc

EXPN · London Stock Exchange

Market cap (USD)$31B
Gross margin (TTM)24.8%
Operating margin (TTM)24.8%
Net margin (TTM)16.5%
SectorIndustrials
IndustryConsulting Services
CountryJE
Data as of2025-12-30
Moat score
76/ 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 Experian plc's moat claims, evidence, and risks.

View EXPN analysis

Transurban Group

TCL · Australian Securities Exchange

Market cap (USD)$42.6B
Gross margin (TTM)43.4%
Operating margin (TTM)39.4%
Net margin (TTM)5.8%
SectorIndustrials
IndustryIndustrial - Infrastructure Operations
CountryAU
Data as of2026-01-04
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 Transurban Group's moat claims, evidence, and risks.

View TCL analysis

Comparison highlights

  • Moat score gap: Transurban Group leads (91 / 100 vs 76 / 100 for Experian plc).
  • Segment focus: Experian plc has 4 segments (67.2% in North America); Transurban Group has 4 segments (49.5% in Sydney toll roads).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Experian plc has 7 moat types across 4 domains; Transurban Group has 3 across 3.

Primary market context

Experian plc

North America

Market

Consumer and business credit reporting, identity/fraud data and decision analytics, plus consumer credit/insurance marketplaces

Geography

North America

Customer

Financial institutions, insurers, auto lenders, healthcare providers, advertisers, consumers

Role

Data/analytics provider and consumer marketplace operator

Revenue share

67.2%

Transurban Group

Sydney toll roads

Market

Urban toll-road concessions (Sydney)

Geography

Sydney, New South Wales, Australia

Customer

Motorists and commercial fleet operators

Role

Concessionaire / operator and developer

Revenue share

49.5%

Side-by-side metrics

Experian plc
Transurban Group
Ticker / Exchange
EXPN - London Stock Exchange
TCL - Australian Securities Exchange
Market cap (USD)
$31B
$42.6B
Gross margin (TTM)
24.8%
43.4%
Operating margin (TTM)
24.8%
39.4%
Net margin (TTM)
16.5%
5.8%
Sector
Industrials
Industrials
Industry
Consulting Services
Industrial - Infrastructure Operations
HQ country
JE
AU
Primary segment
North America
Sydney toll roads
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
91 / 100
Moat domains
Network, Legal, Supply, Demand
Legal, Financial, Demand
Last update
2025-12-30
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Experian plc strengths

Data Network EffectsRegulated Standards PipeTwo Sided NetworkPreferential Input AccessCompliance AdvantageSuite BundlingSwitching Costs General

Transurban Group strengths

Concession LicenseBenchmark Pricing PowerDynamic congestion pricing

Segment mix

Experian plc segments

Full profile >

North America

Oligopoly

67.2%

Latin America

Quasi-Monopoly

14.2%

UK and Ireland

Oligopoly

11.6%

EMEA and Asia Pacific

Competitive

7%

Transurban Group segments

Full profile >

Sydney toll roads

Quasi-Monopoly

49.5%

Melbourne toll roads

Quasi-Monopoly

26.5%

Brisbane toll roads

Quasi-Monopoly

16%

North America managed lanes and concessions

Quasi-Monopoly

8.1%

Want the full wide moat stocks list?

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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.