VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

REA Group Ltd vs Texas Instruments Incorporated

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

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$172.9B
Gross margin (TTM)57.5%
Operating margin (TTM)34.3%
Net margin (TTM)29.2%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 66 / 100 for Texas Instruments Incorporated).
  • Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); Texas Instruments Incorporated has 3 segments (77.8% in Analog).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: REA Group Ltd has 6 moat types across 3 domains; Texas Instruments Incorporated 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%

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

77.8%

Side-by-side metrics

REA Group Ltd
Texas Instruments Incorporated
Ticker / Exchange
REA - ASX
TXN - Nasdaq Global Select Market
Market cap (USD)
n/a
$172.9B
Gross margin (TTM)
n/a
57.5%
Operating margin (TTM)
n/a
34.3%
Net margin (TTM)
n/a
29.2%
Sector
Communication Services
Technology
Industry
n/a
Semiconductors
HQ country
AU
US
Primary segment
Australia - Property & Online Advertising
Analog
Market structure
Duopoly
Competitive
Market share
78%-82% (implied)
12%-16% (implied)
HHI estimate
6,800
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
66 / 100
Moat domains
Network, Demand, Supply
Supply, Demand, Legal
Last update
2026-01-09
2025-12-30

Moat coverage

Shared moat types

Distribution ControlHabit Default

REA Group Ltd strengths

Two Sided NetworkData Network EffectsData Workflow LockinBrand Trust

Texas Instruments Incorporated strengths

Scale Economies Unit CostSupply Chain ControlScope EconomiesTraining Org Change CostsIP Choke Point

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%

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

77.8%

Embedded Processing

Competitive

16.2%

Other

Competitive

6.1%

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.