VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Hilton Worldwide Holdings Inc. vs Transurban Group

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)$66.4B
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

Transurban Group

TCL · Australian Securities Exchange

Market cap (USD)$42.6B
Gross margin (TTM)43.4%
Operating margin (TTM)39.4%
Net margin (TTM)5.8%
SectorIndustrials
IndustryIndustrial - Infrastructure Operations
CountryAU
Data as of2026-01-04
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 Transurban Group's moat claims, evidence, and risks.

View TCL analysis

Comparison highlights

  • Moat score gap: Transurban Group 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); Transurban Group has 4 segments (49.5% in Sydney toll roads).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Hilton Worldwide Holdings Inc. has 5 moat types across 3 domains; Transurban Group has 3 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%

Transurban Group

Sydney toll roads

Market

Urban toll-road concessions (Sydney)

Geography

Sydney, New South Wales, Australia

Customer

Motorists and commercial fleet operators

Role

Concessionaire / operator and developer

Revenue share

49.5%

Side-by-side metrics

Hilton Worldwide Holdings Inc.
Transurban Group
Ticker / Exchange
HLT - New York Stock Exchange
TCL - Australian Securities Exchange
Market cap (USD)
$66.4B
$42.6B
Gross margin (TTM)
27.8%
43.4%
Operating margin (TTM)
22%
39.4%
Net margin (TTM)
14.2%
5.8%
Sector
Consumer
Industrials
Industry
Travel Lodging
Industrial - Infrastructure Operations
HQ country
US
AU
Primary segment
Management and Franchise
Sydney toll roads
Market structure
Oligopoly
Quasi-Monopoly
Market share
13%-15% (implied)
n/a
HHI estimate
1,350
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
91 / 100
Moat domains
Network, Demand, Supply
Legal, Financial, Demand
Last update
2026-01-01
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Hilton Worldwide Holdings Inc. strengths

Two Sided NetworkLong Term ContractsScale Economies Unit CostBrand TrustEcosystem Complements

Transurban Group strengths

Concession LicenseBenchmark Pricing PowerDynamic congestion pricing

Segment mix

Hilton Worldwide Holdings Inc. segments

Full profile >

Management and Franchise

Oligopoly

72.7%

Ownership

Competitive

27.3%

Transurban Group segments

Full profile >

Sydney toll roads

Quasi-Monopoly

49.5%

Melbourne toll roads

Quasi-Monopoly

26.5%

Brisbane toll roads

Quasi-Monopoly

16%

North America managed lanes and concessions

Quasi-Monopoly

8.1%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.