VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Auto Trader Group plc vs United Rentals, Inc.

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

Auto Trader Group plc

AUTO · London Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryGB
Data as of2026-01-10
Moat score
96/ 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 Auto Trader Group plc's moat claims, evidence, and risks.

View AUTO analysis

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$61B
Gross margin (TTM)35.9%
Operating margin (TTM)25.1%
Net margin (TTM)15.8%
SectorIndustrials
IndustryRental & Leasing Services
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: Auto Trader Group plc leads (96 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Auto Trader Group plc has 4 moat types across 2 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Auto Trader Group plc

Autotrader (UK automotive marketplace & data platform)

Market

UK digital automotive marketplace (new & used) with retailer advertising/data products

Geography

United Kingdom

Customer

Consumers, vehicle retailers, OEMs/advertising agencies

Role

Two-sided marketplace + advertising/data & workflow tools

Revenue share

93.3%

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

Auto Trader Group plc
United Rentals, Inc.
Ticker / Exchange
AUTO - London Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
n/a
$61B
Gross margin (TTM)
n/a
35.9%
Operating margin (TTM)
n/a
25.1%
Net margin (TTM)
n/a
15.8%
Sector
Communication Services
Industrials
Industry
n/a
Rental & Leasing Services
HQ country
GB
US
Primary segment
Autotrader (UK automotive marketplace & data platform)
General Rentals
Market structure
Quasi-Monopoly
Competitive
Market share
75%-80% (reported)
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
96 / 100
63 / 100
Moat domains
Network, Demand
Supply, Demand, Legal
Last update
2026-01-10
2026-01-01

Moat coverage

Shared moat types

Data Workflow Lockin

Auto Trader Group plc strengths

Two Sided NetworkHabit DefaultEcosystem Complements

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceBrand TrustService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Auto Trader Group plc segments

Full profile >

Autotrader (UK automotive marketplace & data platform)

Quasi-Monopoly

93.3%

Autorama (vehicle leasing marketplace)

Competitive

6.7%

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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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.