VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

REA Group Ltd vs The Charles Schwab 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

The Charles Schwab Corporation

SCHW · New York Stock Exchange

Market cap (USD)$182.2B
Gross margin (TTM)84.4%
Operating margin (TTM)39%
Net margin (TTM)30.3%
SectorFinancials
IndustryFinancial - Capital Markets
CountryUS
Data as of2025-12-26
Moat score
74/ 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 The Charles Schwab Corporation's moat claims, evidence, and risks.

View SCHW analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 74 / 100 for The Charles Schwab Corporation).
  • Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); The Charles Schwab Corporation has 2 segments (79.4% in Investor Services).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: REA Group Ltd has 6 moat types across 3 domains; The Charles Schwab Corporation 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%

The Charles Schwab Corporation

Investor Services

Market

U.S. retail brokerage, self-directed investing, and wealth management platforms

Geography

United States

Customer

Retail investors, employers, retirement plan sponsors

Role

Broker-dealer + bank + wealth manager platform

Revenue share

79.4%

Side-by-side metrics

REA Group Ltd
The Charles Schwab Corporation
Ticker / Exchange
REA - ASX
SCHW - New York Stock Exchange
Market cap (USD)
n/a
$182.2B
Gross margin (TTM)
n/a
84.4%
Operating margin (TTM)
n/a
39%
Net margin (TTM)
n/a
30.3%
Sector
Communication Services
Financials
Industry
n/a
Financial - Capital Markets
HQ country
AU
US
Primary segment
Australia - Property & Online Advertising
Investor Services
Market structure
Duopoly
Oligopoly
Market share
78%-82% (implied)
n/a
HHI estimate
6,800
n/a
Pricing power
Strong
Weak
Moat score
91 / 100
74 / 100
Moat domains
Network, Demand, Supply
Supply, Demand, Financial, Network
Last update
2026-01-09
2025-12-26

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

REA Group Ltd strengths

Two Sided NetworkData Network EffectsDistribution ControlHabit Default

The Charles Schwab Corporation strengths

Scale Economies Unit CostSuite BundlingFloat PrepaymentEcosystem ComplementsService Field Network

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%

The Charles Schwab Corporation segments

Full profile >

Investor Services

Oligopoly

79.4%

Advisor Services

Oligopoly

20.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.