VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

Stock Comparison

NXP Semiconductors N.V. vs REA Group Ltd

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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$60.7B
Gross margin (TTM)54.7%
Operating margin (TTM)24.7%
Net margin (TTM)17.1%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI 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 64 / 100 for NXP Semiconductors N.V.).
  • Segment focus: NXP Semiconductors N.V. has 4 segments (56.7% in Automotive); 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: NXP Semiconductors N.V. has 8 moat types across 4 domains; REA Group Ltd has 6 across 3.

Primary market context

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

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

NXP Semiconductors N.V.
REA Group Ltd
Ticker / Exchange
NXPI - The Nasdaq Global Select Market
REA - ASX
Market cap (USD)
$60.7B
n/a
Gross margin (TTM)
54.7%
n/a
Operating margin (TTM)
24.7%
n/a
Net margin (TTM)
17.1%
n/a
Sector
Technology
Communication Services
Industry
Semiconductors
n/a
HQ country
NL
AU
Primary segment
Automotive
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
n/a
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Moderate
Strong
Moat score
64 / 100
91 / 100
Moat domains
Demand, Supply, Network, Legal
Network, Demand, Supply
Last update
2025-12-22
2026-01-09

Moat coverage

Shared moat types

No overlap yet.

NXP Semiconductors N.V. strengths

Design In QualificationTraining Org Change CostsCapacity MoatProcurement InertiaScope EconomiesEcosystem ComplementsCapex Knowhow ScaleCompliance Advantage

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinBrand TrustDistribution ControlHabit Default

Segment mix

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

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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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.