VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Prologis, Inc. vs Rightmove plc

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

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)$120.1B
Gross margin (TTM)67.7%
Operating margin (TTM)47%
Net margin (TTM)36.7%
SectorReal Estate
IndustryREIT - Industrial
CountryUS
Data as of2025-12-31
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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 67 / 100 for Prologis, Inc.).
  • Segment focus: Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)); Rightmove plc has 3 segments (71.8% in Agency).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Prologis, Inc. has 7 moat types across 4 domains; Rightmove plc has 5 across 2.

Primary market context

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

Prologis, Inc.
Rightmove plc
Ticker / Exchange
PLD - New York Stock Exchange
RMV - London Stock Exchange
Market cap (USD)
$120.1B
$5.2B
Gross margin (TTM)
67.7%
n/a
Operating margin (TTM)
47%
n/a
Net margin (TTM)
36.7%
n/a
Sector
Real Estate
Real Estate
Industry
REIT - Industrial
n/a
HQ country
US
GB
Primary segment
Real Estate (Rental Operations and Development)
Agency
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
67 / 100
88 / 100
Moat domains
Supply, Legal, Financial, Demand
Network, Demand
Last update
2025-12-31
2026-01-09

Moat coverage

Shared moat types

Procurement Inertia

Prologis, Inc. strengths

Geographic NaturalPermits Rights Of WayScale Economies Unit CostCost Of Capital AdvantageLong Term ContractsReputation Reviews

Rightmove plc strengths

Two Sided NetworkHabit DefaultEcosystem ComplementsData Workflow Lockin

Segment mix

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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.