VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

KKR & Co. Inc. vs REA Group Ltd

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

KKR & Co. Inc.

KKR · New York Stock Exchange

Market cap (USD)$120B

Gross margin (TTM)19.5%

Operating margin (TTM)2.6%

Net margin (TTM)14.1%

SectorFinancials

IndustryAsset Management

CountryUS

Data as of2026-01-06

Moat score

67/ 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 KKR & Co. Inc.'s moat claims, evidence, and risks.

View KKR 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 67 / 100 for KKR & Co. Inc.).
Segment focus: KKR & Co. Inc. has 3 segments (52.3% in Asset Management); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Strong.
Moat breadth: KKR & Co. Inc. has 7 moat types across 4 domains; REA Group Ltd has 6 across 3.

Primary market context

KKR & Co. Inc.

Asset Management

Market

Alternative asset management (private equity, private credit, real assets, and related strategies)

Geography

Global

Customer

Institutional and wealth investors (LPs) allocating to private markets

Role

General partner / investment manager

Revenue share

52.3%

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

KKR & Co. Inc.

REA Group Ltd

Ticker / Exchange

KKR - New York Stock Exchange

REA - ASX

Market cap (USD)

$120B

n/a

Gross margin (TTM)

19.5%

n/a

Operating margin (TTM)

2.6%

n/a

Net margin (TTM)

14.1%

n/a

Sector

Financials

Communication Services

Industry

Asset Management

n/a

HQ country

Primary segment

Asset Management

Australia - Property & Online Advertising

Market structure

Oligopoly

Duopoly

Market share

3.5%-5% (implied)

78%-82% (implied)

HHI estimate

n/a

6,800

Pricing power

Moderate

Strong

Moat score

67 / 100

91 / 100

Moat domains

Demand, Supply, Financial, Legal

Network, Demand, Supply

Last update

2026-01-06

2026-01-09

Moat coverage

Shared moat types

Brand Trust

KKR & Co. Inc. strengths

Long Term ContractsScale Economies Unit CostDeal sourcing and origination relationshipsFloat PrepaymentCompliance AdvantageCapital markets and exit execution capability

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinDistribution ControlHabit Default

Segment mix

KKR & Co. Inc. segments

Full profile >

Asset Management

Oligopoly

52.3%

Insurance

Competitive

46.5%

Strategic Holdings

Competitive

1.2%

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.

View the moat stocks list

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.