VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
Transurban Group vs Union Pacific Corporation
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 analysisUnion Pacific Corporation
UNP · New York Stock 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 Union Pacific Corporation's moat claims, evidence, and risks.
View UNP analysisComparison highlights
- Moat score gap: Transurban Group leads (91 / 100 vs 72 / 100 for Union Pacific Corporation).
- Segment focus: Transurban Group has 4 segments (49.5% in Sydney toll roads); Union Pacific Corporation has 4 segments (34.8% in Industrial).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Transurban Group has 3 moat types across 3 domains; Union Pacific Corporation has 5 across 2.
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%
Union Pacific Corporation
Industrial
Rail freight transportation for industrial commodities (chemicals and plastics, metals and minerals, forest products, energy and specialized markets)
U.S. western two-thirds with interchange to other railroads; cross-border corridors to Mexico and Canada
Chemical producers, refiners, plastics manufacturers, construction and material suppliers, metals and mining, industrial shippers
Class I rail carrier / linehaul freight transport
34.8%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Transurban Group strengths
Union Pacific Corporation 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
Union Pacific Corporation segments
Full profile >Bulk
Oligopoly
Industrial
Oligopoly
Premium
Oligopoly
Other subsidiary, accessorial and other revenues
Competitive
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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.