VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Sunday, January 11, 2026
Stock Comparison
REA Group Ltd vs Sea Limited
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 analysisSea Limited
SE · New York Stock Exchange
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 69 / 100 for Sea Limited).
- Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); Sea Limited has 3 segments (73.8% in Shopee (E-commerce)).
- Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: REA Group Ltd has 6 moat types across 3 domains; Sea Limited 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%
Sea Limited
Shopee (E-commerce)
E-commerce marketplace and related value-added services
Southeast Asia, Taiwan, Brazil
Consumers and sellers
Marketplace operator
73.8%
Side-by-side metrics
Moat coverage
Shared moat types
REA Group Ltd strengths
Sea Limited strengths
Segment mix
REA Group Ltd segments
Full profile >Australia - Property & Online Advertising
Duopoly
Australia - Financial Services
Competitive
India - Online Property Classifieds
Oligopoly
Sea Limited segments
Full profile >Shopee (E-commerce)
Oligopoly
SeaMoney (Digital Financial Services)
Competitive
Garena (Digital Entertainment)
Competitive
Want the full wide moat stocks list?
Browse the full ranking of wide moat stocks, updated with moat scores and segment context.
View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
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.