VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Reckitt Benckiser Group plc vs Transurban Group

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Reckitt Benckiser Group plc

RKT · London Stock Exchange

Market cap (USD)$40.7B
Gross margin (TTM)60.6%
Operating margin (TTM)19.2%
Net margin (TTM)9.3%
SectorConsumer
IndustryHousehold & Personal Products
CountryGB
Data as of2025-12-28
Moat score
63/ 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 Reckitt Benckiser Group plc's moat claims, evidence, and risks.

View RKT analysis

Transurban Group

TCL · Australian Securities Exchange

Market cap (USD)$42.6B
Gross margin (TTM)43.4%
Operating margin (TTM)39.4%
Net margin (TTM)5.8%
SectorIndustrials
IndustryIndustrial - Infrastructure Operations
CountryAU
Data as of2026-01-04
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 Transurban Group's moat claims, evidence, and risks.

View TCL analysis

Comparison highlights

  • Moat score gap: Transurban Group leads (91 / 100 vs 63 / 100 for Reckitt Benckiser Group plc).
  • Segment focus: Reckitt Benckiser Group plc has 3 segments (70.8% in Core Reckitt); Transurban Group has 4 segments (49.5% in Sydney toll roads).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Reckitt Benckiser Group plc has 5 moat types across 3 domains; Transurban Group has 3 across 3.

Primary market context

Reckitt Benckiser Group plc

Core Reckitt

Market

Branded consumer health and hygiene (self-care OTC, intimate wellness, germ protection, household care)

Geography

Global

Customer

Consumers via mass retail, e-commerce and pharmacy channels

Role

Branded consumer goods manufacturer / brand owner

Revenue share

70.8%

Transurban Group

Sydney toll roads

Market

Urban toll-road concessions (Sydney)

Geography

Sydney, New South Wales, Australia

Customer

Motorists and commercial fleet operators

Role

Concessionaire / operator and developer

Revenue share

49.5%

Side-by-side metrics

Reckitt Benckiser Group plc
Transurban Group
Ticker / Exchange
RKT - London Stock Exchange
TCL - Australian Securities Exchange
Market cap (USD)
$40.7B
$42.6B
Gross margin (TTM)
60.6%
43.4%
Operating margin (TTM)
19.2%
39.4%
Net margin (TTM)
9.3%
5.8%
Sector
Consumer
Industrials
Industry
Household & Personal Products
Industrial - Infrastructure Operations
HQ country
GB
AU
Primary segment
Core Reckitt
Sydney toll roads
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
91 / 100
Moat domains
Demand, Legal, Supply
Legal, Financial, Demand
Last update
2025-12-28
2026-01-04

Moat coverage

Shared moat types

No overlap yet.

Reckitt Benckiser Group plc strengths

Brand TrustRegulated Standards PipeScope EconomiesScale Economies Unit CostDesign In Qualification

Transurban Group strengths

Concession LicenseBenchmark Pricing PowerDynamic congestion pricing

Segment mix

Reckitt Benckiser Group plc segments

Full profile >

Core Reckitt

Oligopoly

70.8%

Essential Home

Competitive

14.3%

Mead Johnson Nutrition

Oligopoly

14.9%

Transurban Group segments

Full profile >

Sydney toll roads

Quasi-Monopoly

49.5%

Melbourne toll roads

Quasi-Monopoly

26.5%

Brisbane toll roads

Quasi-Monopoly

16%

North America managed lanes and concessions

Quasi-Monopoly

8.1%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.