VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

James Hardie Industries plc vs MSCI Inc.

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

MSCI Inc.

MSCI · New York Stock Exchange

Market cap (USD)$43.7B
SectorFinancials
CountryUS
Data as of2025-12-28
Moat score
76/ 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 MSCI Inc.'s moat claims, evidence, and risks.

View MSCI analysis

Comparison highlights

  • Moat score gap: MSCI Inc. leads (76 / 100 vs 74 / 100 for James Hardie Industries plc).
  • Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); MSCI Inc. has 4 segments (55.9% in Index).
  • 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; MSCI Inc. has 4 across 3.

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%

MSCI Inc.

Index

Market

Investment indexes and index licensing

Geography

Global

Customer

Institutional investors and asset managers

Role

Index provider / benchmark administrator

Revenue share

55.9%

Side-by-side metrics

James Hardie Industries plc
MSCI Inc.
Ticker / Exchange
JHX - ASX
MSCI - New York Stock Exchange
Market cap (USD)
n/a
$43.7B
Sector
Materials
Financials
HQ country
IE
US
Primary segment
Siding & Trim
Index
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-92% (estimated)
23%-27% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
74 / 100
76 / 100
Moat domains
Supply, Demand
Network, Demand, Legal
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

James Hardie Industries plc strengths

Capex Knowhow ScaleBrand TrustLong Term ContractsOperational ExcellenceDistribution Control

MSCI Inc. strengths

De Facto StandardSwitching Costs GeneralCompliance AdvantageData Workflow Lockin

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%

MSCI Inc. segments

Full profile >

Index

Oligopoly

55.9%

Analytics

Oligopoly

23.6%

Sustainability and Climate

Competitive

11.4%

Private Assets

Competitive

9%

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

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.