VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs United Rentals, 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)
SectorIndustrials
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

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: Airbus SE leads (91 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

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%

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

Airbus SE
United Rentals, Inc.
Ticker / Exchange
AIR - Euronext Paris
URI - New York Stock Exchange
Market cap (USD)
n/a
$51.5B
Sector
Industrials
Industrials
HQ country
NL
US
Primary segment
Commercial Aircraft
General Rentals
Market structure
Duopoly
Competitive
Market share
68.8% (implied)
9.5%-11% (implied)
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
63 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2026-01-01
2026-01-01

Moat coverage

Shared moat types

Service Field Network

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsLong Term ContractsGovernment Contracting Relationships

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessData Workflow LockinOperational ExcellenceBrand TrustCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

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.