VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
Transurban Group vs Workday, 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 analysisWorkday, Inc.
WDAY · 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 Workday, Inc.'s moat claims, evidence, and risks.
View WDAY analysisComparison highlights
- Moat score gap: Transurban Group leads (91 / 100 vs 71 / 100 for Workday, Inc.).
- Segment focus: Transurban Group has 4 segments (49.5% in Sydney toll roads); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Transurban Group has 3 moat types across 3 domains; Workday, Inc. 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%
Workday, Inc.
Subscription services (Workday cloud applications + platform)
Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)
Global
Medium to large organizations (including higher education and government)
SaaS application vendor and extensible platform provider
91.4%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Transurban Group strengths
Workday, 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
Workday, Inc. segments
Full profile >Subscription services (Workday cloud applications + platform)
Oligopoly
Professional services (deployment, optimization, training)
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.