VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

ASML Holding N.V. vs Uber Technologies, Inc.

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

ASML Holding N.V.

ASML · Euronext Amsterdam

Market cap (USD)$407.9B
Gross margin (TTM)52.7%
Operating margin (TTM)34.9%
Net margin (TTM)29.4%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-21
Moat score
76/ 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 ASML Holding N.V.'s moat claims, evidence, and risks.

View ASML 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: ASML Holding N.V. leads (76 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: ASML Holding N.V. has 3 segments (23% in Installed Base Management (service, upgrades, field options)); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: ASML Holding N.V. has 6 moat types across 2 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

ASML Holding N.V.

Installed Base Management (service, upgrades, field options)

Market

Service, upgrades and field options for installed ASML lithography tools

Geography

Global

Customer

Owners/operators of ASML lithography systems

Role

Aftermarket service provider

Revenue share

23%

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

ASML Holding N.V.
Uber Technologies, Inc.
Ticker / Exchange
ASML - Euronext Amsterdam
UBER - New York Stock Exchange
Market cap (USD)
$407.9B
$167.8B
Gross margin (TTM)
52.7%
39.8%
Operating margin (TTM)
34.9%
9.2%
Net margin (TTM)
29.4%
33.5%
Sector
Technology
Industrials
Industry
Semiconductors
Software - Application
HQ country
NL
US
Primary segment
Installed Base Management (service, upgrades, field options)
Mobility
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Strong
Moderate
Moat score
76 / 100
66 / 100
Moat domains
Supply, Demand
Network, Demand
Last update
2025-12-21
2026-01-05

Moat coverage

Shared moat types

Brand Trust

ASML Holding N.V. strengths

Supply Chain ControlCapex Knowhow ScaleSwitching Costs GeneralService Field NetworkInstalled Base Consumables

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Segment mix

ASML Holding N.V. segments

Full profile >

EUV lithography systems (incl. High-NA)

Monopoly

n/a

DUV lithography systems

Oligopoly

n/a

Installed Base Management (service, upgrades, field options)

Quasi-Monopoly

23%

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Want the full wide moat stocks list?

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

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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.