VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Oriental Land Co., Ltd. vs Uber Technologies, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Oriental Land Co., Ltd.

4661 · Tokyo Stock Exchange

Market cap (USD)$4.7T
Gross margin (TTM)40.1%
Operating margin (TTM)25.4%
Net margin (TTM)18.2%
SectorConsumer
IndustryLeisure
CountryJP
Data as of2025-12-30
Moat score
95/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Oriental Land Co., Ltd.'s moat claims, evidence, and risks.

View 4661 analysis

Uber Technologies, Inc.

UBER · New York Stock Exchange

Market cap (USD)$167.8B
Gross margin (TTM)39.8%
Operating margin (TTM)9.2%
Net margin (TTM)33.5%
SectorIndustrials
IndustrySoftware - Application
CountryUS
Data as of2026-01-05
Moat score
66/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Uber Technologies, Inc.'s moat claims, evidence, and risks.

View UBER analysis

Comparison highlights

  • Moat score gap: Oriental Land Co., Ltd. leads (95 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Oriental Land Co., Ltd. has 3 segments (81.3% in Theme Park Segment); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Oriental Land Co., Ltd. has 5 moat types across 4 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Oriental Land Co., Ltd.

Theme Park Segment

Market

Large-scale destination theme parks in Japan (Tokyo Disney Resort parks: Tokyo Disneyland and Tokyo DisneySea)

Geography

Japan (with inbound tourism)

Customer

Consumers (domestic residents and inbound tourists), plus group/agency channels

Role

Owner/operator of theme parks under licensed IP

Revenue share

81.3%

Uber Technologies, Inc.

Mobility

Market

Ride-hailing / on-demand mobility marketplaces

Geography

Global

Customer

Consumers (riders) and independent mobility drivers; plus transit/taxi partners in some markets

Role

Marketplace platform / demand generation / dispatch and payments

Revenue share

57%

Side-by-side metrics

Oriental Land Co., Ltd.
Uber Technologies, Inc.
Ticker / Exchange
4661 - Tokyo Stock Exchange
UBER - New York Stock Exchange
Market cap (USD)
$4.7T
$167.8B
Gross margin (TTM)
40.1%
39.8%
Operating margin (TTM)
25.4%
9.2%
Net margin (TTM)
18.2%
33.5%
Sector
Consumer
Industrials
Industry
Leisure
Software - Application
HQ country
JP
US
Primary segment
Theme Park Segment
Mobility
Market structure
Duopoly
Oligopoly
Market share
62%-65% (implied)
74%-78% (reported)
HHI estimate
5,349
6,352
Pricing power
Strong
Moderate
Moat score
95 / 100
66 / 100
Moat domains
Legal, Demand, Supply, Network
Network, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Brand Trust

Oriental Land Co., Ltd. strengths

Content Rights CurrencyCapex Knowhow ScaleEcosystem ComplementsDistribution Control

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Segment mix

Oriental Land Co., Ltd. segments

Full profile >

Theme Park Segment

Duopoly

81.3%

Hotel Business Segment

Oligopoly

16.2%

Other Business Segment

Competitive

2.5%

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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Curation & 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.