VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

James Hardie Industries plc vs LVMH Moet Hennessy Louis Vuitton SE

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)
SectorMaterials
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

LVMH Moet Hennessy Louis Vuitton SE

MC · Euronext Paris

Market cap (USD)
SectorConsumer
CountryFR
Data as of2025-12-30
Moat score
80/ 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 LVMH Moet Hennessy Louis Vuitton SE's moat claims, evidence, and risks.

View MC analysis

Comparison highlights

  • Moat score gap: LVMH Moet Hennessy Louis Vuitton SE leads (80 / 100 vs 74 / 100 for James Hardie Industries plc).
  • Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); LVMH Moet Hennessy Louis Vuitton SE has 5 segments (48.5% in Fashion and Leather Goods).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; LVMH Moet Hennessy Louis Vuitton SE has 9 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%

LVMH Moet Hennessy Louis Vuitton SE

Fashion and Leather Goods

Market

Luxury fashion and leather goods

Geography

Global

Customer

Consumers via directly operated retail; selective wholesale

Role

Brand owner / design house / manufacturer / retailer

Revenue share

48.5%

Side-by-side metrics

James Hardie Industries plc
LVMH Moet Hennessy Louis Vuitton SE
Ticker / Exchange
JHX - ASX
MC - Euronext Paris
Market cap (USD)
n/a
n/a
Sector
Materials
Consumer
HQ country
IE
FR
Primary segment
Siding & Trim
Fashion and Leather Goods
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-92% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
74 / 100
80 / 100
Moat domains
Supply, Demand
Supply, Demand, Network, Legal
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Capex Knowhow ScaleBrand TrustDistribution Control

James Hardie Industries plc strengths

Long Term ContractsOperational Excellence

LVMH Moet Hennessy Louis Vuitton SE strengths

Geographic NaturalKeystone ComponentService Field NetworkTwo Sided NetworkPhysical Network DensityConcession License

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%

LVMH Moet Hennessy Louis Vuitton SE segments

Full profile >

Fashion and Leather Goods

Oligopoly

48.5%

Wines and Spirits

Oligopoly

6.9%

Perfumes and Cosmetics

Oligopoly

9.9%

Watches and Jewelry

Oligopoly

12.5%

Selective Retailing

Oligopoly

21.6%

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.