VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Old Dominion Freight Line, Inc. vs REA Group Ltd

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

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$36.2B
Gross margin (TTM)33%
Operating margin (TTM)25%
Net margin (TTM)19%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
Moat score
70/ 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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL 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 70 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services); 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: Old Dominion Freight Line, Inc. has 6 moat types across 2 domains; REA Group Ltd has 6 across 3.

Primary market context

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

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

Old Dominion Freight Line, Inc.
REA Group Ltd
Ticker / Exchange
ODFL - NASDAQ
REA - ASX
Market cap (USD)
$36.2B
n/a
Gross margin (TTM)
33%
n/a
Operating margin (TTM)
25%
n/a
Net margin (TTM)
19%
n/a
Sector
Industrials
Communication Services
Industry
Trucking
n/a
HQ country
US
AU
Primary segment
LTL Services
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
11%-13% (implied)
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Moderate
Strong
Moat score
70 / 100
91 / 100
Moat domains
Supply, Demand
Network, Demand, Supply
Last update
2026-01-06
2026-01-09

Moat coverage

Shared moat types

Brand TrustData Workflow Lockin

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceScale Economies Unit CostSuite Bundling

REA Group Ltd strengths

Two Sided NetworkData Network EffectsDistribution ControlHabit Default

Segment mix

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

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.