VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

James Hardie Industries plc vs Lifco AB (publ)

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)$18.2B
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

Lifco AB (publ)

LIFCO-B · Nasdaq Stockholm

Market cap (USD)$152.8B
Gross margin (TTM)43.9%
Operating margin (TTM)18.4%
Net margin (TTM)12.8%
SectorIndustrials
IndustryConglomerates
CountrySE
Data as of2026-01-06
Moat score
58/ 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 Lifco AB (publ)'s moat claims, evidence, and risks.

View LIFCO-B analysis

Comparison highlights

  • Moat score gap: James Hardie Industries plc leads (74 / 100 vs 58 / 100 for Lifco AB (publ)).
  • Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); Lifco AB (publ) has 3 segments (51.2% in Systems Solutions).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; Lifco AB (publ) has 8 across 2.

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%

Lifco AB (publ)

Systems Solutions

Market

Niche B2B systems solutions (contract manufacturing, environmental technology, infrastructure products, special products, transportation products)

Geography

Primarily Europe; global customers where applicable

Customer

B2B OEMs and industrial customers

Role

Niche manufacturer and systems solution provider

Revenue share

51.2%

Side-by-side metrics

James Hardie Industries plc
Lifco AB (publ)
Ticker / Exchange
JHX - ASX
LIFCO-B - Nasdaq Stockholm
Market cap (USD)
$18.2B
$152.8B
Gross margin (TTM)
36.3%
43.9%
Operating margin (TTM)
13.6%
18.4%
Net margin (TTM)
4.7%
12.8%
Sector
Materials
Industrials
Industry
Construction Materials
Conglomerates
HQ country
IE
SE
Primary segment
Siding & Trim
Systems Solutions
Market structure
Quasi-Monopoly
Competitive
Market share
88%-92% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
58 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2025-12-28
2026-01-06

Moat coverage

Shared moat types

Capex Knowhow ScaleBrand TrustOperational ExcellenceDistribution Control

James Hardie Industries plc strengths

Long Term Contracts

Lifco AB (publ) strengths

Service Field NetworkInstalled Base ConsumablesData Workflow LockinDesign In Qualification

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%

Lifco AB (publ) segments

Full profile >

Dental

Oligopoly

24.1%

Demolition & Tools

Oligopoly

24.7%

Systems Solutions

Competitive

51.2%

Want the full wide moat stocks list?

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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.