Goodman Group (FRA:MY4) Moat Score: 6/10 (As of Jul. 05, 2026)


FRA:MY4 Goodman Group FRA:MY4
86 GF Score
Price €18.48
GF Value €26.80
Valuation Modestly Undervalued
! 6 Warning Signs
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What is Goodman Group Moat Score?

Goodman Group FRA:MY4 +0.82% 86 Moat Score is 6 as of Jul. 05, 2026. GuruFocus rates FRA:MY4 with a GF Score™ of 86/100 and a GF Value™ of €26.80 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 986 REITs companies, Goodman Group ranks better than 98.48% on this metric.

Goodman Group has the Moat Score of 6, which implies that the company might have Narrow Moat - Strong narrow moat, clearly distinguishable but not wide.

Goodman Group has Narrow Moat: Goodman Group has a strong narrow moat with a robust distribution network and economies of scale in real estate. It enjoys brand strength and customer loyalty, but regulatory barriers and pricing power are moderate.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Goodman Group might have Narrow Moat - Strong narrow moat, clearly distinguishable but not wide.

Goodman Group  (FRA:MY4) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Goodman Group Moat Score Related Terms

FRA:MY4 vs VICI, WPC, BNL: Moat Score Comparison

For the REIT - Diversified subindustry, Goodman Group's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Goodman Group Moat Score vs REITs Industry

For the REITs industry and Real Estate sector, Goodman Group's Moat Score distribution charts can be found below:

* The bar in red indicates where Goodman Group's Moat Score falls into.


FRA:MY4
86GF Score
Goodman Group FRA:MY4
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 6 mean?
Goodman Group (FRA:MY4) has a Moat Score of 6 as of Jul. 05, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Goodman Group ranks #15 out of 986 companies in the REITs industry, placing it in the top 1.5%.
Is Goodman Group's Moat Score too high?
Goodman Group's current Moat Score is 6. Based on the distribution chart, Goodman Group ranks #15 out of 986 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Goodman Group has a GF Score™ of 86/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Goodman Group's Moat Score compare to VICI and WPC?
According to the REITs industry distribution chart, Goodman Group ranks #15 out of 986 companies for Moat Score. This places Goodman Group in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a REITs company?
A good Moat Score depends on the REITs industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Goodman Group's current Moat Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Goodman Group stock overvalued right now?
Based on GuruFocus' analysis, Goodman Group (FRA:MY4) is currently considered Modestly Undervalued. The stock's GF Value™ is €26.80, compared to a current price of €18.48 — trading 31.1% below its estimated fair value. The current Moat Score is 6. Goodman Group's overall GF Score™ is 86/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Goodman Group (FRA:MY4), the current Moat Score is 6 as of Jul. 05, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Goodman Group (FRA:MY4) Overvalued in 2026?

Based on GuruFocus' analysis, Goodman Group stock appears to be undervalued. The current stock price of €18.48 is trading 31.1% below its estimated GF Value™ of €26.80. GuruFocus considers Goodman Group to be Modestly Undervalued.

Key valuation signals for FRA:MY4:

  • Moat Score: 6
  • GF Value™: €26.80 vs. price of €18.48 (31.1% below fair value)
  • GF Score™: 86/100 with 6 warning signs

No single metric tells the full story. See the FRA:MY4 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Goodman Group Business Description

Industry Real EstateREITs
Other Exchanges GMGSF:USAGMG:Australia
Address 1-11 Hayes Road, The Hayesbery, Rosebery, GPO Box 4703, Sydney, NSW, AUS, 2018
Goodman Group owns, manages, and develops industrial properties in 13 countries, historically in Australia but increasingly worldwide. Around half of its operating earnings come from development, a third from management, and the rest from property investment. Most developments are undertaken on behalf of third parties or fund investors. Goodman earns fees in return for development management services. Completed projects are either sold or reside in one of Goodman's funds or partnerships. Goodman typically retains ownership stakes in the investment vehicles and continues to manage the sites after completion, collecting investment management base fees, performance fees, property services fees, and a share of rental income.
86GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€18.48
Price
€26.80
GF Value