VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Auckland International Airport Limited vs United Rentals, Inc.

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

Auckland International Airport Limited

AIA · NZX

Market cap (USD)
SectorIndustrials
CountryNZ
Data as of2025-12-28
Moat score
74/ 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 Auckland International Airport Limited's moat claims, evidence, and risks.

View AIA analysis

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$51.5B
SectorIndustrials
CountryUS
Data as of2026-01-01
Moat score
63/ 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 Rentals, Inc.'s moat claims, evidence, and risks.

View URI analysis

Comparison highlights

  • Moat score gap: Auckland International Airport Limited leads (74 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Auckland International Airport Limited has 3 segments; United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Monopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Auckland International Airport Limited has 5 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Auckland International Airport Limited

Aeronautical (regulated airport services)

Market

Aeronautical airport services at Auckland Airport (airfield landing/parking, passenger terminal and related charges)

Geography

New Zealand (Auckland catchment)

Customer

Airlines and aviation operators (direct customers); passengers indirectly

Role

Airport infrastructure operator

United Rentals, Inc.

General Rentals

Market

Construction & industrial equipment rental (general line)

Geography

United States and Canada

Customer

Construction and industrial companies, manufacturers, utilities, municipalities, homeowners

Role

Equipment rental provider / fleet operator

Revenue share

70.7%

Side-by-side metrics

Auckland International Airport Limited
United Rentals, Inc.
Ticker / Exchange
AIA - NZX
URI - New York Stock Exchange
Market cap (USD)
n/a
$51.5B
Sector
Industrials
Industrials
HQ country
NZ
US
Primary segment
Aeronautical (regulated airport services)
General Rentals
Market structure
Monopoly
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
63 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand, Legal
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Capacity Moat

Auckland International Airport Limited strengths

Permits Rights Of WayDistribution ControlLong Term ContractsGeographic Natural

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessData Workflow LockinOperational ExcellenceBrand TrustService Field NetworkCompliance AdvantageScope Economies

Segment mix

Auckland International Airport Limited segments

Full profile >

Aeronautical (regulated airport services)

Monopoly

n/a

Retail concessions and car parking

Quasi-Monopoly

n/a

Commercial property and precinct development

Competitive

n/a

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

Want the full wide moat stocks list?

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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.