VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Alphabet Inc. vs Rightmove 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)$4T
Gross margin (TTM)59.2%
Operating margin (TTM)32.2%
Net margin (TTM)32.2%
SectorCommunication Services
IndustryInternet Content & Information
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

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 86 / 100 for Alphabet Inc.).
  • Segment focus: Alphabet Inc. has 6 segments (56.6% in Google Search & other (Advertising)); Rightmove plc has 3 segments (71.8% in Agency).
  • Moat breadth: Alphabet Inc. has 10 moat types across 4 domains; Rightmove 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%

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

Alphabet Inc.
Rightmove plc
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
RMV - London Stock Exchange
Market cap (USD)
$4T
$5.2B
Gross margin (TTM)
59.2%
n/a
Operating margin (TTM)
32.2%
n/a
Net margin (TTM)
32.2%
n/a
Sector
Communication Services
Real Estate
Industry
Internet Content & Information
n/a
HQ country
US
GB
Primary segment
Google Search & other (Advertising)
Agency
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
88%-91% (reported)
70%-82% (reported)
HHI estimate
8,115
n/a
Pricing power
Strong
Strong
Moat score
86 / 100
88 / 100
Moat domains
Network, Demand, Legal, Supply
Network, Demand
Last update
2025-12-21
2026-01-09

Moat coverage

Shared moat types

Habit DefaultTwo Sided NetworkEcosystem Complements

Alphabet Inc. strengths

Data Network EffectsContent Rights CurrencyOperational ExcellenceDefault OS GatewaySwitching Costs GeneralCapex Knowhow ScaleIncubation & patient capital

Rightmove plc strengths

Procurement InertiaData Workflow Lockin

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%

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?

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.