VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

REA Group Ltd vs Roper Technologies, 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

Roper Technologies, Inc.

ROP · The Nasdaq Stock Market LLC

Market cap (USD)$46.8B
Gross margin (TTM)69%
Operating margin (TTM)28.1%
Net margin (TTM)20.3%
SectorTechnology
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-30
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 Roper Technologies, Inc.'s moat claims, evidence, and risks.

View ROP analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 67 / 100 for Roper Technologies, Inc.).
  • Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); Roper Technologies, Inc. has 3 segments (55% in Application Software).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: REA Group Ltd has 6 moat types across 3 domains; Roper Technologies, Inc. has 7 across 4.

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%

Roper Technologies, Inc.

Application Software

Market

Vertical application software for niche end markets

Geography

Global

Customer

Businesses, institutions, and public-sector organizations

Role

Software vendor (SaaS, subscriptions, and related services)

Revenue share

55%

Side-by-side metrics

REA Group Ltd
Roper Technologies, Inc.
Ticker / Exchange
REA - ASX
ROP - The Nasdaq Stock Market LLC
Market cap (USD)
n/a
$46.8B
Gross margin (TTM)
n/a
69%
Operating margin (TTM)
n/a
28.1%
Net margin (TTM)
n/a
20.3%
Sector
Communication Services
Technology
Industry
n/a
Industrial - Machinery
HQ country
AU
US
Primary segment
Australia - Property & Online Advertising
Application Software
Market structure
Duopoly
Oligopoly
Market share
78%-82% (implied)
n/a
HHI estimate
6,800
n/a
Pricing power
Strong
Strong
Moat score
91 / 100
67 / 100
Moat domains
Network, Demand, Supply
Demand, Legal, Financial, Network
Last update
2026-01-09
2025-12-30

Moat coverage

Shared moat types

Two Sided NetworkData Network EffectsData Workflow Lockin

REA Group Ltd strengths

Brand TrustDistribution ControlHabit Default

Roper Technologies, Inc. strengths

Compliance AdvantageNegative Working CapitalDesign In QualificationSwitching Costs General

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%

Roper Technologies, Inc. segments

Full profile >

Application Software

Oligopoly

55%

Network Software

Oligopoly

21%

Technology Enabled Products

Competitive

24.1%

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.