VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

Stock Comparison

The Procter & Gamble Company vs REA Group Ltd

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

The Procter & Gamble Company

PG · New York Stock Exchange

Market cap (USD)$331.4B
Gross margin (TTM)51%
Operating margin (TTM)24.2%
Net margin (TTM)19.7%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-30
Moat score
79/ 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 The Procter & Gamble Company's moat claims, evidence, and risks.

View PG 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 79 / 100 for The Procter & Gamble Company).
  • Segment focus: The Procter & Gamble Company has 5 segments (35.1% in Fabric & Home Care); 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: The Procter & Gamble Company has 4 moat types across 2 domains; REA Group Ltd has 6 across 3.

Primary market context

The Procter & Gamble Company

Fabric & Home Care

Market

Branded fabric care and home care (laundry detergents/additives, dish care, surface/home cleaning, air care)

Geography

Global

Customer

Consumers via retail and e-commerce channels

Role

Brand owner / manufacturer

Revenue share

35.1%

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

The Procter & Gamble Company
REA Group Ltd
Ticker / Exchange
PG - New York Stock Exchange
REA - ASX
Market cap (USD)
$331.4B
n/a
Gross margin (TTM)
51%
n/a
Operating margin (TTM)
24.2%
n/a
Net margin (TTM)
19.7%
n/a
Sector
Consumer
Communication Services
Industry
Household & Personal Products
n/a
HQ country
US
AU
Primary segment
Fabric & Home Care
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
35% (reported)
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Moderate
Strong
Moat score
79 / 100
91 / 100
Moat domains
Demand, Supply
Network, Demand, Supply
Last update
2025-12-30
2026-01-09

Moat coverage

Shared moat types

Brand TrustDistribution Control

The Procter & Gamble Company strengths

Scale Economies Unit CostInstalled Base Consumables

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinHabit Default

Segment mix

The Procter & Gamble Company segments

Full profile >

Beauty

Oligopoly

17.8%

Grooming

Quasi-Monopoly

7.9%

Health Care

Oligopoly

14.2%

Fabric & Home Care

Oligopoly

35.1%

Baby, Feminine & Family Care

Oligopoly

24%

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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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.