VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Halma plc vs Prologis, Inc.

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

Halma plc

HLMA · London Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryGB
Data as of2026-01-02
Moat score
59/ 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 Halma plc's moat claims, evidence, and risks.

View HLMA analysis

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)$119.1B
Gross margin (TTM)67.7%
Operating margin (TTM)47%
Net margin (TTM)36.7%
SectorReal Estate
IndustryREIT - Industrial
CountryUS
Data as of2025-12-31
Moat score
67/ 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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Comparison highlights

  • Moat score gap: Prologis, Inc. leads (67 / 100 vs 59 / 100 for Halma plc).
  • Segment focus: Halma plc has 3 segments (40% in Safety); Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Halma plc has 4 moat types across 2 domains; Prologis, Inc. has 7 across 4.

Primary market context

Halma plc

Safety

Market

Safety technologies (fire safety, public safety, worker safety, and protection of critical assets/infrastructure)

Geography

Global

Customer

Commercial/industrial facility owners and operators; infrastructure operators; installers and OEM channels

Role

Technology OEM / component + systems supplier

Revenue share

40%

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

Halma plc
Prologis, Inc.
Ticker / Exchange
HLMA - London Stock Exchange
PLD - New York Stock Exchange
Market cap (USD)
n/a
$119.1B
Gross margin (TTM)
n/a
67.7%
Operating margin (TTM)
n/a
47%
Net margin (TTM)
n/a
36.7%
Sector
Technology
Real Estate
Industry
n/a
REIT - Industrial
HQ country
GB
US
Primary segment
Safety
Real Estate (Rental Operations and Development)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
59 / 100
67 / 100
Moat domains
Legal, Demand
Supply, Legal, Financial, Demand
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

Procurement Inertia

Halma plc strengths

Compliance AdvantageDesign In QualificationSwitching Costs General

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayScale Economies Unit CostCost Of Capital AdvantageLong Term ContractsReputation Reviews

Segment mix

Halma plc segments

Full profile >

Safety

Competitive

40%

Environmental & Analysis

Competitive

35%

Healthcare

Competitive

25%

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

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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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.