VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 3, 2026
Stock Comparison
James Hardie Industries plc vs Novartis AG
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
James Hardie Industries plc
JHX · ASX
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 analysisNovartis AG
NOVN · SIX Swiss Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Novartis AG's moat claims, evidence, and risks.
View NOVN analysisComparison highlights
- Moat score gap: James Hardie Industries plc leads (74 / 100 vs 65 / 100 for Novartis AG).
- Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); Novartis AG has 5 segments (29.3% in Oncology).
- 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; Novartis AG has 4 across 3.
Primary market context
James Hardie Industries plc
Siding & Trim
North American fiber cement exterior siding & trim (plus related exterior products)
North America (primarily U.S. and Canada)
Homebuilders, contractors, remodelers, dealers/distributors, and retailers
Manufacturer / branded building-products supplier
64.2%
Novartis AG
Oncology
Oncology and hematology branded medicines (including targeted therapies and radioligand therapy)
Global
Oncologists and hospitals; reimbursed by payers; hospital and specialty pharmacy channels
Originator developer, manufacturer, and marketer of oncology therapies
29.3%
Side-by-side metrics
Moat coverage
Shared moat types
James Hardie Industries plc strengths
Novartis AG strengths
Segment mix
James Hardie Industries plc segments
Full profile >Siding & Trim
Quasi-Monopoly
Deck, Rail & Accessories
Oligopoly
Australia & New Zealand
Oligopoly
Europe
Competitive
Novartis AG segments
Full profile >Cardiovascular, Renal and Metabolic
Oligopoly
Immunology
Oligopoly
Neuroscience
Oligopoly
Oncology
Oligopoly
Established Brands
Competitive
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View the moat stocks listCuration & 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.