VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

Stock Comparison

Republic Services, Inc. vs The Italian Sea Group S.p.A.

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

Republic Services, Inc.

RSG · New York Stock Exchange

Market cap (USD)$66.4B
Gross margin (TTM)30.6%
Operating margin (TTM)20.1%
Net margin (TTM)12.8%
SectorIndustrials
IndustryWaste Management
CountryUS
Data as of2025-12-31
Moat score
80/ 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 Republic Services, Inc.'s moat claims, evidence, and risks.

View RSG 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: Republic Services, Inc. leads (80 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: Republic Services, Inc. has 2 segments (88.5% in Recycling & Waste Services); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Republic Services, Inc. has 7 moat types across 3 domains; The Italian Sea Group S.p.A. has 5 across 3.

Primary market context

Republic Services, Inc.

Recycling & Waste Services

Market

Integrated non-hazardous solid waste collection, transfer, landfill disposal & recycling services

Geography

United States and Canada

Customer

Municipal, commercial, industrial

Role

Integrated hauler and disposal operator

Revenue share

88.5%

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

Republic Services, Inc.
The Italian Sea Group S.p.A.
Ticker / Exchange
RSG - New York Stock Exchange
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$66.4B
$241.7M
Gross margin (TTM)
30.6%
70.9%
Operating margin (TTM)
20.1%
12.1%
Net margin (TTM)
12.8%
3.8%
Sector
Industrials
Consumer
Industry
Waste Management
Leisure
HQ country
US
IT
Primary segment
Recycling & Waste Services
Shipbuilding
Market structure
Competitive
Oligopoly
Market share
12%-15% (implied)
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
80 / 100
61 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Legal
Last update
2025-12-31
2026-01-08

Moat coverage

Shared moat types

Long Term Contracts

Republic Services, Inc. strengths

Permits Rights Of WayCapacity MoatPhysical Network DensityScope EconomiesCompliance AdvantageService Field Network

The Italian Sea Group S.p.A. strengths

Brand TrustSupply Chain ControlConcession LicenseOperational Excellence

Segment mix

Republic Services, Inc. segments

Full profile >

Recycling & Waste Services

Competitive

88.5%

Environmental Solutions

Competitive

11.5%

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?

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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.