VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

NXP Semiconductors N.V. vs Transurban Group

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)$56.3B
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

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

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

NXP Semiconductors N.V.
Transurban Group
Ticker / Exchange
NXPI - The Nasdaq Global Select Market
TCL - Australian Securities Exchange
Market cap (USD)
$56.3B
$42.6B
Gross margin (TTM)
54.7%
43.4%
Operating margin (TTM)
24.7%
39.4%
Net margin (TTM)
17.1%
5.8%
Sector
Technology
Industrials
Industry
Semiconductors
Industrial - Infrastructure Operations
HQ country
NL
AU
Primary segment
Automotive
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
64 / 100
91 / 100
Moat domains
Demand, Supply, Network, Legal
Legal, Financial, Demand
Last update
2025-12-22
2026-01-04

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

Transurban Group strengths

Concession LicenseBenchmark Pricing PowerDynamic congestion pricing

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%

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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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.