VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Autodesk, Inc. vs United Parcel Service, Inc.

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

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$63.7B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
69/ 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 Autodesk, Inc.'s moat claims, evidence, and risks.

View ADSK analysis

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
Moat score
72/ 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 United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

Comparison highlights

  • Moat score gap: United Parcel Service, Inc. leads (72 / 100 vs 69 / 100 for Autodesk, Inc.).
  • Segment focus: Autodesk, Inc. has 5 segments (47.9% in Architecture, Engineering, Construction and Operations (AECO)); United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package).
  • Moat breadth: Autodesk, Inc. has 7 moat types across 2 domains; United Parcel Service, Inc. has 8 across 3.

Primary market context

Autodesk, Inc.

Architecture, Engineering, Construction and Operations (AECO)

Market

Architecture, engineering, construction & operations (AECO) software (BIM, civil design, construction management)

Geography

Global

Customer

B2B / professional

Role

Software vendor (design + construction workflow platform)

Revenue share

47.9%

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

Side-by-side metrics

Autodesk, Inc.
United Parcel Service, Inc.
Ticker / Exchange
ADSK - NASDAQ
UPS - New York Stock Exchange
Market cap (USD)
$63.7B
$86.5B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Architecture, Engineering, Construction and Operations (AECO)
U.S. Domestic Package
Market structure
Oligopoly
Oligopoly
Market share
n/a
34.3% (reported)
HHI estimate
n/a
2,639
Pricing power
Moderate
Moderate
Moat score
69 / 100
72 / 100
Moat domains
Demand, Network
Supply, Financial, Demand
Last update
2025-12-29
2025-12-22

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

Autodesk, Inc. strengths

Suite BundlingTwo Sided NetworkFormat Lock InEcosystem ComplementsProcurement Inertia

United Parcel Service, Inc. strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerService Field NetworkOperational ExcellenceScope Economies

Segment mix

Autodesk, Inc. segments

Full profile >

Architecture, Engineering, Construction and Operations (AECO)

Oligopoly

47.9%

AutoCAD and AutoCAD LT

Quasi-Monopoly

25.6%

Manufacturing (MFG)

Oligopoly

19.4%

Media and Entertainment (M&E)

Competitive

5.1%

Other (Consulting and other products/services)

Competitive

1.9%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

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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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.