VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

REA Group Ltd vs ResMed Inc.

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

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$37B
Gross margin (TTM)60.1%
Operating margin (TTM)33.2%
Net margin (TTM)27.4%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2026-01-04
Moat score
76/ 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 ResMed Inc.'s moat claims, evidence, and risks.

View RMD analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 76 / 100 for ResMed Inc.).
  • Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: REA Group Ltd has 6 moat types across 3 domains; ResMed Inc. has 7 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%

ResMed Inc.

Sleep and Breathing Health

Market

Sleep apnea and respiratory care devices and related consumables (PAP, masks, ventilation) plus connected monitoring services

Geography

Global

Customer

DME/HME providers, sleep clinics, hospitals, patients

Role

Medical device OEM + connected care software/data services

Revenue share

87.5%

Side-by-side metrics

REA Group Ltd
ResMed Inc.
Ticker / Exchange
REA - ASX
RMD - New York Stock Exchange
Market cap (USD)
n/a
$37B
Gross margin (TTM)
n/a
60.1%
Operating margin (TTM)
n/a
33.2%
Net margin (TTM)
n/a
27.4%
Sector
Communication Services
Healthcare
Industry
n/a
Medical - Instruments & Supplies
HQ country
AU
US
Primary segment
Australia - Property & Online Advertising
Sleep and Breathing Health
Market structure
Duopoly
Oligopoly
Market share
78%-82% (implied)
58%-66% (estimated)
HHI estimate
6,800
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
76 / 100
Moat domains
Network, Demand, Supply
Demand, Legal
Last update
2026-01-09
2026-01-04

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

REA Group Ltd strengths

Two Sided NetworkData Network EffectsDistribution ControlHabit Default

ResMed Inc. strengths

Installed Base ConsumablesCompliance AdvantageIP Choke PointLong Term ContractsTraining Org Change Costs

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%

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.