VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
Transurban Group vs Tesla, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Transurban Group
TCL · Australian Securities Exchange
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 analysisTesla, Inc.
TSLA · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Tesla, Inc.'s moat claims, evidence, and risks.
View TSLA analysisComparison highlights
- Moat score gap: Transurban Group leads (91 / 100 vs 75 / 100 for Tesla, Inc.).
- Segment focus: Transurban Group has 4 segments (49.5% in Sydney toll roads); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
- Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Moderate vs Moderate.
- Moat breadth: Transurban Group has 3 moat types across 3 domains; Tesla, Inc. has 9 across 3.
Primary market context
Transurban Group
Sydney toll roads
Urban toll-road concessions (Sydney)
Sydney, New South Wales, Australia
Motorists and commercial fleet operators
Concessionaire / operator and developer
49.5%
Tesla, Inc.
Automotive (vehicles + software + leasing + regulatory credits)
Battery-electric passenger vehicles (BEV) and connected vehicle software
United States (market share datapoint); global competition
Consumers and small fleets
OEM (design, manufacture, direct-to-consumer sales)
78.9%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Transurban Group strengths
Tesla, Inc. strengths
Segment mix
Transurban Group segments
Full profile >Sydney toll roads
Quasi-Monopoly
Melbourne toll roads
Quasi-Monopoly
Brisbane toll roads
Quasi-Monopoly
North America managed lanes and concessions
Quasi-Monopoly
Tesla, Inc. segments
Full profile >Automotive (vehicles + software + leasing + regulatory credits)
Competitive
Services and Other (Supercharging + after-sales + used vehicles + insurance)
Quasi-Monopoly
Energy Generation and Storage (Megapack + Powerwall + solar)
Oligopoly
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.