VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

James Hardie Industries plc vs REA Group Ltd

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)$18.8B

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

REA Group Ltd

REA · ASX

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorCommunication Services

Industry—

CountryAU

Data as of2026-01-09

Moat score

91/ 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 REA Group Ltd's moat claims, evidence, and risks.

View REA analysis

Comparison highlights

Moat score gap: REA Group Ltd leads (91 / 100 vs 74 / 100 for James Hardie Industries plc).
Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
Primary market structure: Quasi-Monopoly vs Duopoly. Pricing power: Moderate vs Strong.
Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; REA Group Ltd has 6 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%

REA Group Ltd

Australia - Property & Online Advertising

Market

Australian online property classifieds & digital real estate advertising (residential + commercial listings)

Geography

Australia

Customer

Real estate agents/agencies and developers (advertisers) + property seekers (consumers)

Role

Marketplace operator / media & advertising platform

Revenue share

87.5%

Side-by-side metrics

James Hardie Industries plc

REA Group Ltd

Ticker / Exchange

JHX - ASX

REA - ASX

Market cap (USD)

$18.8B

n/a

Gross margin (TTM)

36.3%

n/a

Operating margin (TTM)

13.6%

n/a

Net margin (TTM)

4.7%

n/a

Sector

Materials

Communication Services

Industry

Construction Materials

n/a

HQ country

Primary segment

Siding & Trim

Australia - Property & Online Advertising

Market structure

Quasi-Monopoly

Duopoly

Market share

88%-92% (estimated)

78%-82% (implied)

HHI estimate

n/a

6,800

Pricing power

Moderate

Strong

Moat score

74 / 100

91 / 100

Moat domains

Supply, Demand

Network, Demand, Supply

Last update

2025-12-28

2026-01-09

Moat coverage

Shared moat types

Brand TrustDistribution Control

James Hardie Industries plc strengths

Capex Knowhow ScaleLong Term ContractsOperational Excellence

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinHabit Default

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%

REA Group Ltd segments

Full profile >

Australia - Property & Online Advertising

Duopoly

87.5%

Australia - Financial Services

Competitive

4.8%

India - Online Property Classifieds

Oligopoly

7.7%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.