VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Koninklijke Philips N.V. vs REA Group Ltd

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

Koninklijke Philips N.V.

PHIA · Euronext Amsterdam

Market cap (USD)$24.2B
Gross margin (TTM)43.5%
Operating margin (TTM)6.1%
Net margin (TTM)0.9%
SectorHealthcare
IndustryMedical - Devices
CountryNL
Data as of2025-12-28
Moat score
68/ 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 Koninklijke Philips N.V.'s moat claims, evidence, and risks.

View PHIA 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 68 / 100 for Koninklijke Philips N.V.).
  • Segment focus: Koninklijke Philips N.V. has 3 segments (48.9% in Diagnosis & Treatment); 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: Koninklijke Philips N.V. has 6 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Koninklijke Philips N.V.

Diagnosis & Treatment

Market

Medical imaging, image-guided therapy systems, and enterprise imaging informatics

Geography

Global

Customer

Hospitals & clinics

Role

OEM systems + software + services

Revenue share

48.9%

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

Koninklijke Philips N.V.
REA Group Ltd
Ticker / Exchange
PHIA - Euronext Amsterdam
REA - ASX
Market cap (USD)
$24.2B
n/a
Gross margin (TTM)
43.5%
n/a
Operating margin (TTM)
6.1%
n/a
Net margin (TTM)
0.9%
n/a
Sector
Healthcare
Communication Services
Industry
Medical - Devices
n/a
HQ country
NL
AU
Primary segment
Diagnosis & Treatment
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
68 / 100
91 / 100
Moat domains
Demand, Supply, Network
Network, Demand, Supply
Last update
2025-12-28
2026-01-09

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

Koninklijke Philips N.V. strengths

Service Field NetworkInteroperability HubProcurement InertiaInstalled Base Consumables

REA Group Ltd strengths

Two Sided NetworkData Network EffectsDistribution ControlHabit Default

Segment mix

Koninklijke Philips N.V. segments

Full profile >

Diagnosis & Treatment

Oligopoly

48.9%

Connected Care

Oligopoly

28.3%

Personal Health

Competitive

20%

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.