VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

REA Group Ltd vs Pernod Ricard SA

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

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

Pernod Ricard SA

RI · Euronext Paris

Market cap (USD)$18.8B
Gross margin (TTM)59.8%
Operating margin (TTM)11.5%
Net margin (TTM)13.8%
SectorConsumer
IndustryBeverages - Wineries & Distilleries
CountryFR
Data as of2025-12-29
Moat score
75/ 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 Pernod Ricard SA's moat claims, evidence, and risks.

View RI analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 75 / 100 for Pernod Ricard SA).
  • Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); Pernod Ricard SA has 3 segments (42.3% in Asia/Rest of the World).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: REA Group Ltd has 6 moat types across 3 domains; Pernod Ricard SA has 4 across 2.

Primary market context

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%

Pernod Ricard SA

Asia/Rest of the World

Market

Premium spirits brand ownership, marketing, and distribution

Geography

Asia-Pacific, Africa, and other emerging markets

Customer

On-trade, off-trade, distributors, and duty-free operators

Role

Brand owner and local-market route-to-market operator

Revenue share

42.3%

Side-by-side metrics

REA Group Ltd
Pernod Ricard SA
Ticker / Exchange
REA - ASX
RI - Euronext Paris
Market cap (USD)
n/a
$18.8B
Gross margin (TTM)
n/a
59.8%
Operating margin (TTM)
n/a
11.5%
Net margin (TTM)
n/a
13.8%
Sector
Communication Services
Consumer
Industry
n/a
Beverages - Wineries & Distilleries
HQ country
AU
FR
Primary segment
Australia - Property & Online Advertising
Asia/Rest of the World
Market structure
Duopoly
Oligopoly
Market share
78%-82% (implied)
n/a
HHI estimate
6,800
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
75 / 100
Moat domains
Network, Demand, Supply
Demand, Supply
Last update
2026-01-09
2025-12-29

Moat coverage

Shared moat types

Brand TrustDistribution Control

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinHabit Default

Pernod Ricard SA strengths

Scope EconomiesCapacity Moat

Segment mix

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%

Pernod Ricard SA segments

Full profile >

Europe

Oligopoly

28.9%

Americas

Oligopoly

28.8%

Asia/Rest of the World

Oligopoly

42.3%

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.