VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Marriott International, Inc. vs REA Group Ltd

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

Marriott International, Inc.

MAR · NASDAQ

Market cap (USD)$88.1B

Gross margin (TTM)21.7%

Operating margin (TTM)15.9%

Net margin (TTM)10.1%

SectorConsumer

IndustryTravel Lodging

CountryUS

Data as of2026-01-01

Moat score

72/ 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 Marriott International, Inc.'s moat claims, evidence, and risks.

View MAR 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 72 / 100 for Marriott International, Inc.).
Segment focus: Marriott International, Inc. has 2 segments; REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
Primary market structure: Competitive vs Duopoly. Pricing power: Moderate vs Strong.
Moat breadth: Marriott International, Inc. has 4 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Marriott International, Inc.

U.S. & Canada Lodging Platform

Market

Branded hotel franchising & management platform (including loyalty and reservation systems)

Geography

U.S. & Canada

Customer

Two-sided: travelers (guests) and hotel owners (franchisees/owners of managed properties)

Role

Brand owner / franchisor / manager; operator of reservation, loyalty, and marketing systems

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

Marriott International, Inc.

REA Group Ltd

Ticker / Exchange

MAR - NASDAQ

REA - ASX

Market cap (USD)

$88.1B

n/a

Gross margin (TTM)

21.7%

n/a

Operating margin (TTM)

15.9%

n/a

Net margin (TTM)

10.1%

n/a

Sector

Consumer

Communication Services

Industry

Travel Lodging

n/a

HQ country

Primary segment

U.S. & Canada Lodging Platform

Australia - Property & Online Advertising

Market structure

Competitive

Duopoly

Market share

16%-18% (reported)

78%-82% (implied)

HHI estimate

n/a

6,800

Pricing power

Moderate

Strong

Moat score

72 / 100

91 / 100

Moat domains

Demand, Network, Supply

Network, Demand, Supply

Last update

2026-01-01

2026-01-09

Moat coverage

Shared moat types

Brand TrustTwo Sided NetworkDistribution Control

Marriott International, Inc. strengths

Long Term Contracts

REA Group Ltd strengths

Data Network EffectsData Workflow LockinHabit Default

Segment mix

Marriott International, Inc. segments

Full profile >

U.S. & Canada Lodging Platform

Competitive

n/a

International Lodging Platform

Competitive

n/a

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?

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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.