VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Aon plc vs United Rentals, Inc.

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

Aon plc

AON · New York Stock Exchange

Market cap (USD)$76.6B
SectorFinancials
CountryIE
Data as of2025-12-31
Moat score
70/ 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 Aon plc's moat claims, evidence, and risks.

View AON 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: Aon plc leads (70 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Aon plc has 2 segments (67% in Risk Capital); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Aon plc has 6 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Aon plc

Risk Capital

Market

Large-account commercial insurance & reinsurance brokerage and risk advisory

Geography

Global

Customer

Enterprises, insurers, reinsurers

Role

Intermediary/advisor

Revenue share

67%

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

Aon plc
United Rentals, Inc.
Ticker / Exchange
AON - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$76.6B
$51.5B
Sector
Financials
Industrials
HQ country
IE
US
Primary segment
Risk Capital
General Rentals
Market structure
Oligopoly
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
63 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-31
2026-01-01

Moat coverage

Shared moat types

Data Workflow LockinService Field NetworkBrand TrustCompliance Advantage

Aon plc strengths

Switching Costs GeneralScale Economies Unit Cost

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceScope EconomiesCapacity Moat

Segment mix

Aon plc segments

Full profile >

Risk Capital

Oligopoly

67%

Human Capital

Oligopoly

33.2%

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.