VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Ferguson Enterprises Inc. vs Rightmove 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)$46.7B
Gross margin (TTM)30.8%
Operating margin (TTM)8.7%
Net margin (TTM)6.3%
SectorIndustrials
IndustryIndustrial - Distribution
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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 72 / 100 for Ferguson Enterprises Inc.).
  • Segment focus: Ferguson Enterprises Inc. has 2 segments (95.1% in United States); Rightmove plc has 3 segments (71.8% in Agency).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Ferguson Enterprises Inc. has 4 moat types across 2 domains; Rightmove 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%

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

Ferguson Enterprises Inc.
Rightmove plc
Ticker / Exchange
FERG - New York Stock Exchange
RMV - London Stock Exchange
Market cap (USD)
$46.7B
$5.2B
Gross margin (TTM)
30.8%
n/a
Operating margin (TTM)
8.7%
n/a
Net margin (TTM)
6.3%
n/a
Sector
Industrials
Real Estate
Industry
Industrial - Distribution
n/a
HQ country
US
GB
Primary segment
United States
Agency
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
72 / 100
88 / 100
Moat domains
Supply, Demand
Network, Demand
Last update
2026-01-01
2026-01-09

Moat coverage

Shared moat types

Data Workflow Lockin

Ferguson Enterprises Inc. strengths

Physical Network DensityScale Economies Unit CostScope Economies

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem Complements

Segment mix

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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.