VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Sunday, January 11, 2026
Stock Comparison
REA Group Ltd vs SAP SE
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
REA Group Ltd
REA · ASX
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 analysisSAP SE
SAP · XETRA
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: REA Group Ltd leads (91 / 100 vs 65 / 100 for SAP SE).
- Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); SAP SE has 2 segments (87.3% in Cloud and Software).
- Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: REA Group Ltd has 6 moat types across 3 domains; SAP SE has 6 across 3.
Primary market context
REA Group Ltd
Australia - Property & Online Advertising
Australian online property classifieds & digital real estate advertising (residential + commercial listings)
Australia
Real estate agents/agencies and developers (advertisers) + property seekers (consumers)
Marketplace operator / media & advertising platform
87.5%
SAP SE
Cloud and Software
Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services
Global
Large enterprises and upper mid-market
Software vendor (SaaS + on-prem support + platform)
87.3%
Side-by-side metrics
Moat coverage
Shared moat types
REA Group Ltd strengths
SAP SE strengths
Segment mix
REA Group Ltd segments
Full profile >Australia - Property & Online Advertising
Duopoly
Australia - Financial Services
Competitive
India - Online Property Classifieds
Oligopoly
SAP SE segments
Full profile >Cloud and Software
Oligopoly
Services
Competitive
Want the full wide moat stocks list?
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View expansion-stage stocksCuration & 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.