NOW2026
Computershare CPU
Medibank MPL
ALS Limited ALQ
Iress IRE
Smartpay SMP
Steadfast SDF
IPH Limited IPH
Smartgroup SIQ
Suncorp SUN
News Corp NWS
Count Financial CUP
Flight Centre FLT
Webjet WEB
Harvey Norman HVN
Bapcor BAP
Nine Ent. NEC
IDP Education IEL
Helia Group HLI
Mortgage Choice MOC
IMF Bentham IMF
SEEK SEK
Domain DHG
Dicker Data DDR
oOh!media OML
AMA Group AMA
2 YEARS2028
Computershare CPU
Medibank MPL
ALS Limited ALQ
Iress IRE
Suncorp SUN
Smartgroup SIQ
Smartpay SMP
Steadfast SDF
IPH Limited IPH
News Corp NWS
Bapcor BAP
Flight Centre FLT
Webjet WEB
Harvey Norman HVN
Count Financial CUP
Nine Ent. NEC
IDP Education IEL
Helia Group HLI
Mortgage Choice MOC
IMF Bentham IMF
SEEK SEK
Domain DHG
Dicker Data DDR
oOh!media OML
AMA Group AMA
>3 YRS2029+
Computershare CPU
Medibank MPL
ALS Limited ALQ
Suncorp SUN
Iress IRE
Smartgroup SIQ
Steadfast SDF
IPH Limited IPH
Smartpay SMP
News Corp NWS
Bapcor BAP
SEEK SEK
Domain DHG
Dicker Data DDR
oOh!media OML
AMA Group AMA
Nine Ent. NEC
IDP Education IEL
Mortgage Choice MOC
Helia Group HLI
IMF Bentham IMF
Flight Centre FLT
Webjet WEB
Harvey Norman HVN
Count Financial CUP
MODERATE
3+ Pillars · Margin Compression
3+ Pillars · Margin Compression
ELEVATED
1-2 Pillars · Regulatory Only
1-2 Pillars · Regulatory Only
HIGH THREAT
0-1 Pillars · Structural Risk
0-1 Pillars · Structural Risk
EXISTENTIAL
0 Pillars · Blockbuster-Level
0 Pillars · Blockbuster-Level
Source: MPC Markets proprietary research · Five-Pillar Moat Framework · March 2026
Scope: 25 ASX-listed non-SaaS businesses assessed for agentic AI disruption exposure
Methodology: Each company scored across 5 pillars: Proprietary Data, Workflow Embedding, Compliance Barriers, Domain Logic, Frontier Research Posture
Note: This map focuses on "most threatened" traditional businesses. For SaaS-specific analysis, see the v5 AI Threat Heat Map.
GENERAL INFORMATION ONLY — NOT PERSONAL FINANCIAL ADVICE
Scope: 25 ASX-listed non-SaaS businesses assessed for agentic AI disruption exposure
Methodology: Each company scored across 5 pillars: Proprietary Data, Workflow Embedding, Compliance Barriers, Domain Logic, Frontier Research Posture
Note: This map focuses on "most threatened" traditional businesses. For SaaS-specific analysis, see the v5 AI Threat Heat Map.
GENERAL INFORMATION ONLY — NOT PERSONAL FINANCIAL ADVICE


