VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Brookfield Infrastructure Partners L.P. vs United Rentals, Inc.

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

Brookfield Infrastructure Partners L.P.

BIP · New York Stock Exchange

Market cap (USD)
SectorUtilities
CountryBM
Data as of2025-12-31
Moat score
74/ 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 Brookfield Infrastructure Partners L.P.'s moat claims, evidence, and risks.

View BIP 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: Brookfield Infrastructure Partners L.P. leads (74 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Brookfield Infrastructure Partners L.P. has 4 segments; United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Brookfield Infrastructure Partners L.P. has 4 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Brookfield Infrastructure Partners L.P.

Utilities

Market

Regulated and contracted utility infrastructure (electric transmission, gas pipelines/distribution, metering and residential energy services)

Geography

Global

Customer

Regulators and contracted counterparties; residential and commercial end-users via utility networks

Role

Owner-operator of regulated networks and contracted utility assets

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

Brookfield Infrastructure Partners L.P.
United Rentals, Inc.
Ticker / Exchange
BIP - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
n/a
$51.5B
Sector
Utilities
Industrials
HQ country
BM
US
Primary segment
Utilities
General Rentals
Market structure
Quasi-Monopoly
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
63 / 100
Moat domains
Legal, Demand, Supply
Supply, Demand, Legal
Last update
2025-12-31
2026-01-01

Moat coverage

Shared moat types

Physical Network Density

Brookfield Infrastructure Partners L.P. strengths

Concession LicenseLong Term ContractsScale Economies Unit Cost

United Rentals, Inc. strengths

Preferential Input AccessData Workflow LockinOperational ExcellenceBrand TrustService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Brookfield Infrastructure Partners L.P. segments

Full profile >

Utilities

Quasi-Monopoly

n/a

Transport

Oligopoly

n/a

Midstream

Oligopoly

n/a

Data

Oligopoly

n/a

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.