VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

Wide Moat Stocks Home My Collections

Stock Comparison

James Hardie Industries plc vs KONE Oyj

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

James Hardie Industries plc

JHX · ASX

Market cap (USD)$17.8B

Gross margin (TTM)36.3%

Operating margin (TTM)13.6%

Net margin (TTM)4.7%

SectorMaterials

IndustryConstruction Materials

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

KONE Oyj

KNEBV · Nasdaq Helsinki

Market cap (USD)$37B

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorIndustrials

Industry—

CountryFI

Data as of2026-01-02

Moat score

63/ 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 KONE Oyj's moat claims, evidence, and risks.

View KNEBV analysis

Comparison highlights

Moat score gap: James Hardie Industries plc leads (74 / 100 vs 63 / 100 for KONE Oyj).
Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); KONE Oyj has 3 segments (40.6% in New Building Solutions).
Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Weak.
Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; KONE Oyj has 8 across 4.

Primary market context

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%

KONE Oyj

New Building Solutions

Market

Elevator, escalator and automatic building door new equipment (new installations)

Geography

Global

Customer

Property developers and general contractors

Role

OEM + project installation

Revenue share

40.6%

Side-by-side metrics

James Hardie Industries plc

KONE Oyj

Ticker / Exchange

JHX - ASX

KNEBV - Nasdaq Helsinki

Market cap (USD)

$17.8B

$37B

Gross margin (TTM)

36.3%

n/a

Operating margin (TTM)

13.6%

n/a

Net margin (TTM)

4.7%

n/a

Sector

Materials

Industrials

Industry

Construction Materials

n/a

HQ country

Primary segment

Siding & Trim

New Building Solutions

Market structure

Quasi-Monopoly

Oligopoly

Market share

88%-92% (estimated)

n/a

HHI estimate

n/a

Pricing power

Moderate

Weak

Moat score

74 / 100

63 / 100

Moat domains

Supply, Demand

Supply, Financial, Demand, Legal

Last update

2025-12-28

2026-01-02

Moat coverage

Shared moat types

Capex Knowhow ScaleOperational Excellence

James Hardie Industries plc strengths

Brand TrustLong Term ContractsDistribution Control

KONE Oyj strengths

Negative Working CapitalInstalled Base ConsumablesSwitching Costs GeneralData Workflow LockinService Field NetworkCompliance Advantage

Segment mix

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%

KONE Oyj segments

Full profile >

New Building Solutions

Oligopoly

40.6%

Service (maintenance & repairs)

Competitive

40.6%

Modernization

Competitive

18.8%

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.