VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Meta Platforms, Inc. vs REA Group Ltd

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

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.6T
Gross margin (TTM)82%
Operating margin (TTM)43.2%
Net margin (TTM)30.9%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2025-12-26
Moat score
94/ 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 Meta Platforms, Inc.'s moat claims, evidence, and risks.

View META 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: Meta Platforms, Inc. leads (94 / 100 vs 91 / 100 for REA Group Ltd).
  • Segment focus: Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)); 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: Meta Platforms, Inc. has 6 moat types across 2 domains; REA Group Ltd has 6 across 3.

Primary market context

Meta Platforms, Inc.

Family of Apps (FoA)

Market

Global social media platforms & social media advertising

Geography

Global

Customer

Consumers and advertisers

Role

Two-sided platform (attention + ad auction)

Revenue share

98.7%

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

Meta Platforms, Inc.
REA Group Ltd
Ticker / Exchange
META - Nasdaq Global Select Market
REA - ASX
Market cap (USD)
$1.6T
n/a
Gross margin (TTM)
82%
n/a
Operating margin (TTM)
43.2%
n/a
Net margin (TTM)
30.9%
n/a
Sector
Communication Services
Communication Services
Industry
Internet Content & Information
n/a
HQ country
US
AU
Primary segment
Family of Apps (FoA)
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
55%-65% (estimated)
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Moderate
Strong
Moat score
94 / 100
91 / 100
Moat domains
Network, Supply
Network, Demand, Supply
Last update
2025-12-26
2026-01-09

Moat coverage

Shared moat types

Two Sided NetworkData Network Effects

Meta Platforms, Inc. strengths

Direct Network EffectsEcosystem ComplementsCapex Knowhow ScaleLearning Curve Yield

REA Group Ltd strengths

Data Workflow LockinBrand TrustDistribution ControlHabit Default

Segment mix

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

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.

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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.