VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Melrose Industries PLC vs Prosus N.V.

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

Melrose Industries PLC

MRO · London Stock Exchange

Market cap (USD)$10B
SectorIndustrials
CountryGB
Data as of2025-12-28
Moat score
77/ 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 Melrose Industries PLC's moat claims, evidence, and risks.

View MRO analysis

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$135.6B
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX analysis

Comparison highlights

  • Moat score gap: Melrose Industries PLC leads (77 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: Melrose Industries PLC has 2 segments (57.9% in Structures); Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Melrose Industries PLC has 5 moat types across 2 domains; Prosus N.V. has 7 across 3.

Primary market context

Melrose Industries PLC

Structures

Market

Aerostructures and aircraft electrical wiring systems (EWIS)

Geography

Global

Customer

Airframe OEMs; defence primes

Role

Tier-1 aerospace supplier

Revenue share

57.9%

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

Side-by-side metrics

Melrose Industries PLC
Prosus N.V.
Ticker / Exchange
MRO - London Stock Exchange
PRX - Euronext Amsterdam
Market cap (USD)
$10B
$135.6B
Sector
Industrials
Technology
HQ country
GB
NL
Primary segment
Structures
Etail (eMAG marketplace + fulfillment)
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
77 / 100
49 / 100
Moat domains
Demand, Supply
Network, Supply, Demand
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Design In Qualification

Melrose Industries PLC strengths

Long Term ContractsCapex Knowhow ScaleService Field NetworkCapacity Moat

Prosus N.V. strengths

Two Sided NetworkPhysical Network DensityHabit DefaultBrand TrustScale Economies Unit CostScope Economies

Segment mix

Melrose Industries PLC segments

Full profile >

Engines

Oligopoly

42.1%

Structures

Oligopoly

57.9%

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

5%

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

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.