VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
James Hardie Industries plc vs Tesla, Inc.
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 analysisTesla, Inc.
TSLA · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Tesla, Inc.'s moat claims, evidence, and risks.
View TSLA analysisComparison highlights
- Moat score gap: Tesla, Inc. leads (75 / 100 vs 74 / 100 for James Hardie Industries plc).
- Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
- Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Moderate vs Moderate.
- Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; Tesla, Inc. has 9 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%
Tesla, Inc.
Automotive (vehicles + software + leasing + regulatory credits)
Battery-electric passenger vehicles (BEV) and connected vehicle software
United States (market share datapoint); global competition
Consumers and small fleets
OEM (design, manufacture, direct-to-consumer sales)
78.9%
Side-by-side metrics
Moat coverage
Shared moat types
James Hardie Industries plc strengths
Tesla, Inc. strengths
Segment mix
James Hardie Industries plc segments
Full profile >Siding & Trim
Quasi-Monopoly
Deck, Rail & Accessories
Oligopoly
Australia & New Zealand
Oligopoly
Europe
Competitive
Tesla, Inc. segments
Full profile >Automotive (vehicles + software + leasing + regulatory credits)
Competitive
Services and Other (Supercharging + after-sales + used vehicles + insurance)
Quasi-Monopoly
Energy Generation and Storage (Megapack + Powerwall + solar)
Oligopoly
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.