VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Otis Worldwide Corporation vs REA Group Ltd

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

Otis Worldwide Corporation

OTIS · New York Stock Exchange

Market cap (USD)$35.6B
Gross margin (TTM)30.4%
Operating margin (TTM)15.2%
Net margin (TTM)9.4%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-26
Moat score
67/ 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 Otis Worldwide Corporation's moat claims, evidence, and risks.

View OTIS 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 67 / 100 for Otis Worldwide Corporation).
  • Segment focus: Otis Worldwide Corporation has 2 segments (62.4% in Service); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
  • Primary market structure: Competitive vs Duopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Otis Worldwide Corporation has 7 moat types across 2 domains; REA Group Ltd has 6 across 3.

Primary market context

Otis Worldwide Corporation

Service

Market

Elevator and escalator maintenance, repair and modernization services

Geography

Global

Customer

Building owners, facility managers, housing associations, government agencies

Role

Service provider / modernizer

Revenue share

62.4%

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

Otis Worldwide Corporation
REA Group Ltd
Ticker / Exchange
OTIS - New York Stock Exchange
REA - ASX
Market cap (USD)
$35.6B
n/a
Gross margin (TTM)
30.4%
n/a
Operating margin (TTM)
15.2%
n/a
Net margin (TTM)
9.4%
n/a
Sector
Industrials
Communication Services
Industry
Industrial - Machinery
n/a
HQ country
US
AU
Primary segment
Service
Australia - Property & Online Advertising
Market structure
Competitive
Duopoly
Market share
n/a
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Moderate
Strong
Moat score
67 / 100
91 / 100
Moat domains
Demand, Supply
Network, Demand, Supply
Last update
2025-12-26
2026-01-09

Moat coverage

Shared moat types

Brand TrustData Workflow Lockin

Otis Worldwide Corporation strengths

Design In QualificationOperational ExcellenceInstalled Base ConsumablesService Field NetworkLong Term Contracts

REA Group Ltd strengths

Two Sided NetworkData Network EffectsDistribution ControlHabit Default

Segment mix

Otis Worldwide Corporation segments

Full profile >

New Equipment

Competitive

37.6%

Service

Competitive

62.4%

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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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.