VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Hilton Worldwide Holdings Inc. vs REA Group Ltd

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

Hilton Worldwide Holdings Inc.

HLT · New York Stock Exchange

Market cap (USD)$69.8B
Gross margin (TTM)27.8%
Operating margin (TTM)22%
Net margin (TTM)14.2%
SectorConsumer
IndustryTravel Lodging
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 Hilton Worldwide Holdings Inc.'s moat claims, evidence, and risks.

View HLT analysis

REA Group Ltd

REA · ASX

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryAU
Data as of2026-01-09
Moat score
91/ 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 REA Group Ltd's moat claims, evidence, and risks.

View REA analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 72 / 100 for Hilton Worldwide Holdings Inc.).
  • Segment focus: Hilton Worldwide Holdings Inc. has 2 segments (72.7% in Management and Franchise); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Hilton Worldwide Holdings Inc. has 5 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Hilton Worldwide Holdings Inc.

Management and Franchise

Market

Hotel management, franchising and brand licensing

Geography

Global

Customer

Third-party hotel owners / franchisees and strategic partners

Role

Franchisor / manager / IP licensor

Revenue share

72.7%

REA Group Ltd

Australia - Property & Online Advertising

Market

Australian online property classifieds & digital real estate advertising (residential + commercial listings)

Geography

Australia

Customer

Real estate agents/agencies and developers (advertisers) + property seekers (consumers)

Role

Marketplace operator / media & advertising platform

Revenue share

87.5%

Side-by-side metrics

Hilton Worldwide Holdings Inc.
REA Group Ltd
Ticker / Exchange
HLT - New York Stock Exchange
REA - ASX
Market cap (USD)
$69.8B
n/a
Gross margin (TTM)
27.8%
n/a
Operating margin (TTM)
22%
n/a
Net margin (TTM)
14.2%
n/a
Sector
Consumer
Communication Services
Industry
Travel Lodging
n/a
HQ country
US
AU
Primary segment
Management and Franchise
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
13%-15% (implied)
78%-82% (implied)
HHI estimate
1,350
6,800
Pricing power
Moderate
Strong
Moat score
72 / 100
91 / 100
Moat domains
Network, Demand, Supply
Network, Demand, Supply
Last update
2026-01-01
2026-01-09

Moat coverage

Shared moat types

Two Sided NetworkBrand Trust

Hilton Worldwide Holdings Inc. strengths

Long Term ContractsScale Economies Unit CostEcosystem Complements

REA Group Ltd strengths

Data Network EffectsData Workflow LockinDistribution ControlHabit Default

Segment mix

Hilton Worldwide Holdings Inc. segments

Full profile >

Management and Franchise

Oligopoly

72.7%

Ownership

Competitive

27.3%

REA Group Ltd segments

Full profile >

Australia - Property & Online Advertising

Duopoly

87.5%

Australia - Financial Services

Competitive

4.8%

India - Online Property Classifieds

Oligopoly

7.7%

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

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.