VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

REA Group Ltd vs The Italian Sea Group S.p.A.

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 Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
Moat score
61/ 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 Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: REA Group Ltd has 6 moat types across 3 domains; The Italian Sea Group S.p.A. 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%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

REA Group Ltd
The Italian Sea Group S.p.A.
Ticker / Exchange
REA - ASX
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
n/a
$241.7M
Gross margin (TTM)
n/a
70.9%
Operating margin (TTM)
n/a
12.1%
Net margin (TTM)
n/a
3.8%
Sector
Communication Services
Consumer
Industry
n/a
Leisure
HQ country
AU
IT
Primary segment
Australia - Property & Online Advertising
Shipbuilding
Market structure
Duopoly
Oligopoly
Market share
78%-82% (implied)
1.8%-2.2% (implied)
HHI estimate
6,800
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
61 / 100
Moat domains
Network, Demand, Supply
Demand, Supply, Legal
Last update
2026-01-09
2026-01-08

Moat coverage

Shared moat types

Brand Trust

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinDistribution ControlHabit Default

The Italian Sea Group S.p.A. strengths

Supply Chain ControlConcession LicenseLong Term ContractsOperational Excellence

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 Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

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 list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.