VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Rightmove plc vs Watsco, Inc.

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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Watsco, Inc.

WSO · New York Stock Exchange

Market cap (USD)$15.3B
Gross margin (TTM)28.3%
Operating margin (TTM)10.2%
Net margin (TTM)7.4%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-05
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 Watsco, Inc.'s moat claims, evidence, and risks.

View WSO analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 72 / 100 for Watsco, Inc.).
  • Segment focus: Rightmove plc has 3 segments (71.8% in Agency); Watsco, Inc. has 1 segment (100% in HVAC/R Distribution).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Rightmove plc has 5 moat types across 2 domains; Watsco, Inc. has 4 across 3.

Primary market context

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Watsco, Inc.

HVAC/R Distribution

Market

HVAC/R equipment, parts and supplies distribution

Geography

North America (U.S., Canada, Mexico, Puerto Rico; export to Latin America/Caribbean)

Customer

Licensed HVAC and refrigeration contractors (residential & commercial)

Role

Wholesale distributor

Revenue share

100%

Side-by-side metrics

Rightmove plc
Watsco, Inc.
Ticker / Exchange
RMV - London Stock Exchange
WSO - New York Stock Exchange
Market cap (USD)
$5.2B
$15.3B
Gross margin (TTM)
n/a
28.3%
Operating margin (TTM)
n/a
10.2%
Net margin (TTM)
n/a
7.4%
Sector
Real Estate
Industrials
Industry
n/a
Industrial - Distribution
HQ country
GB
US
Primary segment
Agency
HVAC/R Distribution
Market structure
Quasi-Monopoly
Competitive
Market share
70%-82% (reported)
9%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
88 / 100
72 / 100
Moat domains
Network, Demand
Supply, Legal, Demand
Last update
2026-01-09
2026-01-05

Moat coverage

Shared moat types

Data Workflow Lockin

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem Complements

Watsco, Inc. strengths

Physical Network DensityContractual ExclusivityScale Economies Unit Cost

Segment mix

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

Watsco, Inc. segments

Full profile >

HVAC/R Distribution

Competitive

100%

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.