VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

REA Group Ltd vs Schneider Electric SE

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

Schneider Electric SE

SU.PA · Euronext Paris

Market cap (USD)$132.4B
Gross margin (TTM)42.5%
Operating margin (TTM)16.9%
Net margin (TTM)10.8%
SectorIndustrials
IndustryIndustrial - Machinery
CountryFR
Data as of2025-12-31
Moat score
72/ 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 Schneider Electric SE's moat claims, evidence, and risks.

View SU.PA analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 72 / 100 for Schneider Electric SE).
  • Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); Schneider Electric SE has 2 segments (81.6% in Energy Management).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: REA Group Ltd has 6 moat types across 3 domains; Schneider Electric SE has 5 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%

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

81.6%

Side-by-side metrics

REA Group Ltd
Schneider Electric SE
Ticker / Exchange
REA - ASX
SU.PA - Euronext Paris
Market cap (USD)
n/a
$132.4B
Gross margin (TTM)
n/a
42.5%
Operating margin (TTM)
n/a
16.9%
Net margin (TTM)
n/a
10.8%
Sector
Communication Services
Industrials
Industry
n/a
Industrial - Machinery
HQ country
AU
FR
Primary segment
Australia - Property & Online Advertising
Energy Management
Market structure
Duopoly
Oligopoly
Market share
78%-82% (implied)
n/a
HHI estimate
6,800
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
72 / 100
Moat domains
Network, Demand, Supply
Network, Supply, Demand
Last update
2026-01-09
2025-12-31

Moat coverage

Shared moat types

Data Workflow LockinDistribution Control

REA Group Ltd strengths

Two Sided NetworkData Network EffectsBrand TrustHabit Default

Schneider Electric SE strengths

Ecosystem ComplementsInstalled Base ConsumablesService 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%

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

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.