VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

REA Group Ltd vs Verisk Analytics, Inc.

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

Verisk Analytics, Inc.

VRSK · NASDAQ Global Select Market

Market cap (USD)$31.3B
Gross margin (TTM)69.6%
Operating margin (TTM)44.5%
Net margin (TTM)30.4%
SectorIndustrials
IndustryConsulting Services
CountryUS
Data as of2025-12-30
Moat score
87/ 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 Verisk Analytics, Inc.'s moat claims, evidence, and risks.

View VRSK analysis

Comparison highlights

  • Moat score gap: REA Group Ltd leads (91 / 100 vs 87 / 100 for Verisk Analytics, Inc.).
  • Segment focus: REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising); Verisk Analytics, Inc. has 2 segments (70.2% in Underwriting Solutions).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: REA Group Ltd has 6 moat types across 3 domains; Verisk Analytics, Inc. has 6 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%

Verisk Analytics, Inc.

Underwriting Solutions

Market

Property and casualty insurance underwriting content and analytics (forms and rules and loss costs, underwriting data and catastrophe and weather risk)

Geography

Primarily U.S. (with growing international offerings)

Customer

P&C insurers (personal and commercial lines)

Role

Insurance data and analytics and standards and content provider

Revenue share

70.2%

Side-by-side metrics

REA Group Ltd
Verisk Analytics, Inc.
Ticker / Exchange
REA - ASX
VRSK - NASDAQ Global Select Market
Market cap (USD)
n/a
$31.3B
Gross margin (TTM)
n/a
69.6%
Operating margin (TTM)
n/a
44.5%
Net margin (TTM)
n/a
30.4%
Sector
Communication Services
Industrials
Industry
n/a
Consulting Services
HQ country
AU
US
Primary segment
Australia - Property & Online Advertising
Underwriting Solutions
Market structure
Duopoly
Oligopoly
Market share
78%-82% (implied)
n/a
HHI estimate
6,800
n/a
Pricing power
Strong
Strong
Moat score
91 / 100
87 / 100
Moat domains
Network, Demand, Supply
Network, Legal, Demand
Last update
2026-01-09
2025-12-30

Moat coverage

Shared moat types

Data Network EffectsData Workflow Lockin

REA Group Ltd strengths

Two Sided NetworkBrand TrustDistribution ControlHabit Default

Verisk Analytics, Inc. strengths

De Facto StandardCompliance AdvantageEcosystem ComplementsFormat Lock In

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%

Verisk Analytics, Inc. segments

Full profile >

Underwriting Solutions

Oligopoly

70.2%

Claims Solutions

Oligopoly

29.8%

Want the full wide moat stocks list?

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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.