VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Alphabet Inc. vs James Hardie Industries plc

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

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$3.7T
SectorCommunication Services
CountryUS
Data as of2025-12-21
Moat score
86/ 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 Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL analysis

James Hardie Industries plc

JHX · ASX

Market cap (USD)
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: Alphabet Inc. leads (86 / 100 vs 74 / 100 for James Hardie Industries plc).
  • Segment focus: Alphabet Inc. has 6 segments (56.6% in Google Search & other (Advertising)); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Alphabet Inc. has 10 moat types across 4 domains; James Hardie Industries plc has 5 across 2.

Primary market context

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

56.6%

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

Alphabet Inc.
James Hardie Industries plc
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
JHX - ASX
Market cap (USD)
$3.7T
n/a
Sector
Communication Services
Materials
HQ country
US
IE
Primary segment
Google Search & other (Advertising)
Siding & Trim
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
88%-91% (reported)
88%-92% (estimated)
HHI estimate
8,115
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
74 / 100
Moat domains
Network, Demand, Legal, Supply
Supply, Demand
Last update
2025-12-21
2025-12-28

Moat coverage

Shared moat types

Operational ExcellenceCapex Knowhow Scale

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkContent Rights CurrencyDefault OS GatewaySwitching Costs GeneralEcosystem ComplementsIncubation & patient capital

James Hardie Industries plc strengths

Brand TrustLong Term ContractsDistribution Control

Segment mix

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

56.6%

YouTube (Advertising)

Oligopoly

10.3%

Google Network (Advertising)

Competitive

8.7%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.5%

Google Cloud

Oligopoly

12.4%

Other Bets

Competitive

0.5%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.