VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Masco Corporation vs Transurban Group

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

Masco Corporation

MAS · New York Stock Exchange

Market cap (USD)$13.3B
Gross margin (TTM)35.7%
Operating margin (TTM)17%
Net margin (TTM)10.9%
SectorIndustrials
IndustryConstruction
CountryUS
Data as of2025-12-26
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 Masco Corporation's moat claims, evidence, and risks.

View MAS analysis

Transurban Group

TCL · Australian Securities Exchange

Market cap (USD)$42.6B
Gross margin (TTM)43.4%
Operating margin (TTM)39.4%
Net margin (TTM)5.8%
SectorIndustrials
IndustryIndustrial - Infrastructure Operations
CountryAU
Data as of2026-01-04
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 Transurban Group's moat claims, evidence, and risks.

View TCL analysis

Comparison highlights

  • Moat score gap: Transurban Group leads (91 / 100 vs 72 / 100 for Masco Corporation).
  • Segment focus: Masco Corporation has 2 segments (62% in Plumbing Products); Transurban Group has 4 segments (49.5% in Sydney toll roads).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Masco Corporation has 3 moat types across 3 domains; Transurban Group has 3 across 3.

Primary market context

Masco Corporation

Plumbing Products

Market

Residential plumbing fixtures and fittings (faucets, showers, valves, bath hardware, sinks) and plumbing components

Geography

North America and Europe

Customer

Home center retailers, wholesalers/distributors and online retailers; end users include plumbers, contractors, remodelers, homebuilders and consumers

Role

Branded manufacturer

Revenue share

62%

Transurban Group

Sydney toll roads

Market

Urban toll-road concessions (Sydney)

Geography

Sydney, New South Wales, Australia

Customer

Motorists and commercial fleet operators

Role

Concessionaire / operator and developer

Revenue share

49.5%

Side-by-side metrics

Masco Corporation
Transurban Group
Ticker / Exchange
MAS - New York Stock Exchange
TCL - Australian Securities Exchange
Market cap (USD)
$13.3B
$42.6B
Gross margin (TTM)
35.7%
43.4%
Operating margin (TTM)
17%
39.4%
Net margin (TTM)
10.9%
5.8%
Sector
Industrials
Industrials
Industry
Construction
Industrial - Infrastructure Operations
HQ country
US
AU
Primary segment
Plumbing Products
Sydney toll roads
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
91 / 100
Moat domains
Demand, Supply, Legal
Legal, Financial, Demand
Last update
2025-12-26
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Masco Corporation strengths

Brand TrustScope EconomiesContractual Exclusivity

Transurban Group strengths

Concession LicenseBenchmark Pricing PowerDynamic congestion pricing

Segment mix

Masco Corporation segments

Full profile >

Plumbing Products

Oligopoly

62%

Decorative Architectural Products

Oligopoly

38%

Transurban Group segments

Full profile >

Sydney toll roads

Quasi-Monopoly

49.5%

Melbourne toll roads

Quasi-Monopoly

26.5%

Brisbane toll roads

Quasi-Monopoly

16%

North America managed lanes and concessions

Quasi-Monopoly

8.1%

Want the full wide moat stocks list?

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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.