VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Ferrari N.V. vs REA Group Ltd

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

Ferrari N.V.

RACE · New York Stock Exchange

Market cap (USD)$67.2B
Gross margin (TTM)51.3%
Operating margin (TTM)29.3%
Net margin (TTM)22.6%
SectorConsumer
IndustryAuto - Manufacturers
CountryNL
Data as of2025-12-31
Moat score
81/ 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 Ferrari N.V.'s moat claims, evidence, and risks.

View RACE 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 81 / 100 for Ferrari N.V.).
  • Segment focus: Ferrari N.V. has 3 segments (85.8% in Cars and spare parts); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Ferrari N.V. has 5 moat types across 3 domains; REA Group Ltd has 6 across 3.

Primary market context

Ferrari N.V.

Cars and spare parts

Market

Luxury performance cars and OEM spare parts/after-sales

Geography

Global

Customer

High-net-worth individuals and collectors; sales and service via authorized dealers

Role

OEM / brand owner with selective dealer distribution

Revenue share

85.8%

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

Ferrari N.V.
REA Group Ltd
Ticker / Exchange
RACE - New York Stock Exchange
REA - ASX
Market cap (USD)
$67.2B
n/a
Gross margin (TTM)
51.3%
n/a
Operating margin (TTM)
29.3%
n/a
Net margin (TTM)
22.6%
n/a
Sector
Consumer
Communication Services
Industry
Auto - Manufacturers
n/a
HQ country
NL
AU
Primary segment
Cars and spare parts
Australia - Property & Online Advertising
Market structure
Oligopoly
Duopoly
Market share
23% (reported)
78%-82% (implied)
HHI estimate
n/a
6,800
Pricing power
Strong
Strong
Moat score
81 / 100
91 / 100
Moat domains
Demand, Supply, Legal
Network, Demand, Supply
Last update
2025-12-31
2026-01-09

Moat coverage

Shared moat types

Brand TrustDistribution Control

Ferrari N.V. strengths

Capacity MoatInstalled Base ConsumablesIP Choke Point

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinHabit Default

Segment mix

Ferrari N.V. segments

Full profile >

Cars and spare parts

Oligopoly

85.8%

Sponsorship, commercial and brand

Competitive

10%

Other

Competitive

4.2%

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.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.