VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

James Hardie Industries plc vs Oracle Corporation

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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: James Hardie Industries plc leads (74 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • 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; Oracle Corporation has 7 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%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

James Hardie Industries plc
Oracle Corporation
Ticker / Exchange
JHX - ASX
ORCL - New York Stock Exchange
Market cap (USD)
n/a
$567.4B
Sector
Materials
Technology
HQ country
IE
US
Primary segment
Siding & Trim
Infrastructure cloud services and license support
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-92% (estimated)
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
74 / 100
56 / 100
Moat domains
Supply, Demand
Demand, Supply, Network
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term Contracts

James Hardie Industries plc strengths

Brand TrustOperational ExcellenceDistribution Control

Oracle Corporation strengths

Suite BundlingInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

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%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

Want the full wide moat stocks list?

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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.