VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Pool Corporation vs Transurban Group

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

Pool Corporation

POOL · NASDAQ

Market cap (USD)$8.8B
Gross margin (TTM)29.6%
Operating margin (TTM)11.1%
Net margin (TTM)7.8%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
Moat score
56/ 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 Pool Corporation's moat claims, evidence, and risks.

View POOL analysis

Transurban Group

TCL · Australian Securities Exchange

Market cap (USD)$42.6B
Gross margin (TTM)43.4%
Operating margin (TTM)39.4%
Net margin (TTM)5.8%
SectorIndustrials
IndustryIndustrial - Infrastructure Operations
CountryAU
Data as of2026-01-04
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 Transurban Group's moat claims, evidence, and risks.

View TCL analysis

Comparison highlights

  • Moat score gap: Transurban Group leads (91 / 100 vs 56 / 100 for Pool Corporation).
  • Segment focus: Pool Corporation has 1 segment (100% in Wholesale distribution (pool, irrigation, outdoor living)); Transurban Group has 4 segments (49.5% in Sydney toll roads).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Pool Corporation has 5 moat types across 2 domains; Transurban Group has 3 across 3.

Primary market context

Pool Corporation

Wholesale distribution (pool, irrigation, outdoor living)

Market

Wholesale distribution of swimming pool, irrigation/landscape, and related outdoor living products

Geography

North America (majority), with operations in Europe and Australia

Customer

Pool builders/remodelers, pool service/repair professionals, specialty pool retailers, irrigation/landscape contractors, commercial pool operators

Role

Distributor / wholesaler

Revenue share

100%

Transurban Group

Sydney toll roads

Market

Urban toll-road concessions (Sydney)

Geography

Sydney, New South Wales, Australia

Customer

Motorists and commercial fleet operators

Role

Concessionaire / operator and developer

Revenue share

49.5%

Side-by-side metrics

Pool Corporation
Transurban Group
Ticker / Exchange
POOL - NASDAQ
TCL - Australian Securities Exchange
Market cap (USD)
$8.8B
$42.6B
Gross margin (TTM)
29.6%
43.4%
Operating margin (TTM)
11.1%
39.4%
Net margin (TTM)
7.8%
5.8%
Sector
Industrials
Industrials
Industry
Industrial - Distribution
Industrial - Infrastructure Operations
HQ country
US
AU
Primary segment
Wholesale distribution (pool, irrigation, outdoor living)
Sydney toll roads
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
91 / 100
Moat domains
Supply, Demand
Legal, Financial, Demand
Last update
2026-01-06
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Pool Corporation strengths

Physical Network DensityScale Economies Unit CostScope EconomiesProcurement InertiaData Workflow Lockin

Transurban Group strengths

Concession LicenseBenchmark Pricing PowerDynamic congestion pricing

Segment mix

Pool Corporation segments

Full profile >

Wholesale distribution (pool, irrigation, outdoor living)

Competitive

100%

Transurban Group segments

Full profile >

Sydney toll roads

Quasi-Monopoly

49.5%

Melbourne toll roads

Quasi-Monopoly

26.5%

Brisbane toll roads

Quasi-Monopoly

16%

North America managed lanes and concessions

Quasi-Monopoly

8.1%

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.