VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Airbus SE vs Uber Technologies, Inc.

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

Airbus SE

AIR · Euronext Paris

Market cap (USD)$164.9B
Gross margin (TTM)15.5%
Operating margin (TTM)7.8%
Net margin (TTM)7%
SectorIndustrials
IndustryAerospace & Defense
CountryNL
Data as of2026-01-01
Moat score
91/ 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 Airbus SE's moat claims, evidence, and risks.

View AIR 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: Airbus SE leads (91 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Airbus SE

Commercial Aircraft

Market

Large commercial jet aircraft manufacturing (narrowbody and widebody)

Geography

Global

Customer

Airlines and aircraft lessors

Role

OEM / integrator

Revenue share

71.7%

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

Airbus SE
Uber Technologies, Inc.
Ticker / Exchange
AIR - Euronext Paris
UBER - New York Stock Exchange
Market cap (USD)
$164.9B
$167.8B
Gross margin (TTM)
15.5%
39.8%
Operating margin (TTM)
7.8%
9.2%
Net margin (TTM)
7%
33.5%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Software - Application
HQ country
NL
US
Primary segment
Commercial Aircraft
Mobility
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
74%-78% (reported)
HHI estimate
5,704
6,352
Pricing power
Moderate
Moderate
Moat score
91 / 100
66 / 100
Moat domains
Supply, Demand, Legal
Network, Demand
Last update
2026-01-01
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsLong Term ContractsService Field NetworkGovernment Contracting Relationships

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand TrustSuite Bundling

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

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.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.