VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Microsoft Corporation vs REA Group Ltd

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

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.6T
Gross margin (TTM)68.8%
Operating margin (TTM)46.3%
Net margin (TTM)35.7%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-21
Moat score
84/ 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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT 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 84 / 100 for Microsoft Corporation).
  • Segment focus: Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Microsoft Corporation has 9 moat types across 4 domains; REA Group Ltd has 6 across 3.

Primary market context

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.9%

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

Microsoft Corporation
REA Group Ltd
Ticker / Exchange
MSFT - Nasdaq Global Select Market
REA - ASX
Market cap (USD)
$3.6T
n/a
Gross margin (TTM)
68.8%
n/a
Operating margin (TTM)
46.3%
n/a
Net margin (TTM)
35.7%
n/a
Sector
Technology
Communication Services
Industry
Software - Infrastructure
n/a
HQ country
US
AU
Primary segment
Productivity and Business Processes
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
n/a
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Strong
Strong
Moat score
84 / 100
91 / 100
Moat domains
Demand, Network, Supply, Legal
Network, Demand, Supply
Last update
2025-12-21
2026-01-09

Moat coverage

Shared moat types

Data Workflow LockinTwo Sided Network

Microsoft Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleEcosystem ComplementsOperational ExcellenceDefault OS GatewayContent Rights Currency

REA Group Ltd strengths

Data Network EffectsBrand TrustDistribution ControlHabit Default

Segment mix

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

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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Looking for expansion-stage stocks?

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.