VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Bio-Rad Laboratories, Inc. vs United Rentals, Inc.

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

Bio-Rad Laboratories, Inc.

BIO · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
61/ 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 Bio-Rad Laboratories, Inc.'s moat claims, evidence, and risks.

View BIO 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: United Rentals, Inc. leads (63 / 100 vs 61 / 100 for Bio-Rad Laboratories, Inc.).
  • Segment focus: Bio-Rad Laboratories, Inc. has 2 segments (59.9% in Clinical Diagnostics); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Bio-Rad Laboratories, Inc. has 6 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Bio-Rad Laboratories, Inc.

Clinical Diagnostics

Market

In vitro diagnostics test systems, reagents/test kits, informatics, and clinical laboratory quality controls

Geography

Global

Customer

Hospital laboratories; diagnostic reference laboratories; transfusion laboratories; physician office laboratories

Role

IVD OEM / installed-base consumables supplier (systems + kits + controls)

Revenue share

59.9%

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

Bio-Rad Laboratories, Inc.
United Rentals, Inc.
Ticker / Exchange
BIO - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
n/a
$51.5B
Sector
Healthcare
Industrials
HQ country
US
US
Primary segment
Clinical Diagnostics
General Rentals
Market structure
Oligopoly
Competitive
Market share
9%-11% (implied)
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
63 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2025-12-30
2026-01-01

Moat coverage

Shared moat types

Scope EconomiesCompliance Advantage

Bio-Rad Laboratories, Inc. strengths

Distribution ControlCapex Knowhow ScaleInstalled Base ConsumablesSwitching Costs General

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessData Workflow LockinOperational ExcellenceBrand TrustService Field NetworkCapacity Moat

Segment mix

Bio-Rad Laboratories, Inc. segments

Full profile >

Life Science

Competitive

40.1%

Clinical Diagnostics

Oligopoly

59.9%

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.