VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

REA Group Ltd vs Starbucks Corporation

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

Starbucks Corporation

SBUX · Nasdaq Global Select Market

Market cap (USD)$101.1B
Gross margin (TTM)22.9%
Operating margin (TTM)9.7%
Net margin (TTM)5%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-31
Moat score
70/ 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 Starbucks Corporation's moat claims, evidence, and risks.

View SBUX analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 70 / 100 for Starbucks Corporation).
  • Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); Starbucks Corporation has 3 segments (73.6% in North America).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: REA Group Ltd has 6 moat types across 3 domains; Starbucks Corporation has 7 across 3.

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%

Starbucks Corporation

North America

Market

Branded coffeehouse retail (company-operated + licensed)

Geography

U.S. and Canada

Customer

Consumers

Role

Retailer / brand owner

Revenue share

73.6%

Side-by-side metrics

REA Group Ltd
Starbucks Corporation
Ticker / Exchange
REA - ASX
SBUX - Nasdaq Global Select Market
Market cap (USD)
n/a
$101.1B
Gross margin (TTM)
n/a
22.9%
Operating margin (TTM)
n/a
9.7%
Net margin (TTM)
n/a
5%
Sector
Communication Services
Consumer
Industry
n/a
Restaurants
HQ country
AU
US
Primary segment
Australia - Property & Online Advertising
North America
Market structure
Duopoly
Competitive
Market share
78%-82% (implied)
35%-40% (implied)
HHI estimate
6,800
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
70 / 100
Moat domains
Network, Demand, Supply
Demand, Supply, Legal
Last update
2026-01-09
2025-12-31

Moat coverage

Shared moat types

Brand TrustHabit Default

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinDistribution Control

Starbucks Corporation strengths

Physical Network DensityOperational ExcellencePreferential Input AccessContractual ExclusivityScope Economies

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%

Starbucks Corporation segments

Full profile >

North America

Competitive

73.6%

International

Competitive

21%

Channel Development

Oligopoly

5%

Want the full wide moat stocks list?

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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.