VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

James Hardie Industries plc vs Rightmove plc

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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 74 / 100 for James Hardie Industries plc).
  • Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); Rightmove plc has 3 segments (71.8% in Agency).
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; Rightmove plc has 5 across 2.

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%

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

James Hardie Industries plc
Rightmove plc
Ticker / Exchange
JHX - ASX
RMV - London Stock Exchange
Market cap (USD)
$18.8B
$5.2B
Gross margin (TTM)
36.3%
n/a
Operating margin (TTM)
13.6%
n/a
Net margin (TTM)
4.7%
n/a
Sector
Materials
Real Estate
Industry
Construction Materials
n/a
HQ country
IE
GB
Primary segment
Siding & Trim
Agency
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
88%-92% (estimated)
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
74 / 100
88 / 100
Moat domains
Supply, Demand
Network, Demand
Last update
2025-12-28
2026-01-09

Moat coverage

Shared moat types

No overlap yet.

James Hardie Industries plc strengths

Capex Knowhow ScaleBrand TrustLong Term ContractsOperational ExcellenceDistribution Control

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem ComplementsData 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%

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

Want the full wide moat stocks list?

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

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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.