VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Amazon.com, Inc. vs Uber Technologies, Inc.

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

Amazon.com, Inc.

AMZN · NASDAQ

Market cap (USD)$2.5T
Gross margin (TTM)50.1%
Operating margin (TTM)11%
Net margin (TTM)11.1%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2025-12-29
Moat score
87/ 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 Amazon.com, Inc.'s moat claims, evidence, and risks.

View AMZN 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: Amazon.com, Inc. leads (87 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Amazon.com, Inc. has 4 segments (73.5% in Amazon Stores (Retail, Marketplace, Prime Subscriptions)); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: Amazon.com, Inc. has 10 moat types across 4 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Amazon.com, Inc.

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Market

US retail ecommerce marketplace and online retail (integrated fulfillment + membership shipping)

Geography

United States

Customer

Consumers and third-party merchants

Role

Marketplace operator, retailer, and fulfillment provider

Revenue share

73.5%

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

Amazon.com, Inc.
Uber Technologies, Inc.
Ticker / Exchange
AMZN - NASDAQ
UBER - New York Stock Exchange
Market cap (USD)
$2.5T
$167.8B
Gross margin (TTM)
50.1%
39.8%
Operating margin (TTM)
11%
9.2%
Net margin (TTM)
11.1%
33.5%
Sector
Consumer
Industrials
Industry
Specialty Retail
Software - Application
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace, Prime Subscriptions)
Mobility
Market structure
Oligopoly
Oligopoly
Market share
39%-42% (estimated)
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
87 / 100
66 / 100
Moat domains
Supply, Demand, Network, Financial
Network, Demand
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

Two Sided NetworkSuite BundlingData Network Effects

Amazon.com, Inc. strengths

Capex Knowhow ScaleScope EconomiesLong Term ContractsPhysical Network DensityHabit DefaultNegative Working CapitalDistribution Control

Uber Technologies, Inc. strengths

Brand Trust

Segment mix

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

16.9%

Amazon Stores (Retail, Marketplace, Prime Subscriptions)

Oligopoly

73.5%

Advertising Services (Amazon Ads / Retail Media)

Oligopoly

8.8%

Other (healthcare, content licensing/distribution, shipping services, co-branded credit card agreements, etc.)

Competitive

0.9%

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.

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.