VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Ferguson Enterprises Inc. vs James Hardie Industries plc

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

Ferguson Enterprises Inc.

FERG · New York Stock Exchange

Market cap (USD)$44.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Ferguson Enterprises Inc.'s moat claims, evidence, and risks.

View FERG analysis

James Hardie Industries plc

JHX · ASX

Market cap (USD)
Gross margin (TTM)36.3%
Operating margin (TTM)13.6%
Net margin (TTM)4.7%
SectorMaterials
CountryIE
Data as of2025-12-28
Moat score
74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

  • Moat score gap: James Hardie Industries plc leads (74 / 100 vs 72 / 100 for Ferguson Enterprises Inc.).
  • Segment focus: Ferguson Enterprises Inc. has 2 segments (95.1% in United States); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Ferguson Enterprises Inc. has 4 moat types across 2 domains; James Hardie Industries plc has 5 across 2.

Primary market context

Ferguson Enterprises Inc.

United States

Market

Value-added distribution of plumbing, HVAC, PVF, waterworks and related products/services

Geography

United States

Customer

Residential and non-residential professional trade customers (contractors/builders) plus industrial and infrastructure customers

Role

Value-added distributor (B2B)

Revenue share

95.1%

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

Ferguson Enterprises Inc.
James Hardie Industries plc
Ticker / Exchange
FERG - New York Stock Exchange
JHX - ASX
Market cap (USD)
$44.7B
n/a
Gross margin (TTM)
n/a
36.3%
Operating margin (TTM)
n/a
13.6%
Net margin (TTM)
n/a
4.7%
Sector
Industrials
Materials
HQ country
US
IE
Primary segment
United States
Siding & Trim
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
88%-92% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
74 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2026-01-01
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Ferguson Enterprises Inc. strengths

Physical Network DensityScale Economies Unit CostScope EconomiesData Workflow Lockin

James Hardie Industries plc strengths

Capex Knowhow ScaleBrand TrustLong Term ContractsOperational ExcellenceDistribution Control

Segment mix

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

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.