VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

Wide Moat StocksExpansion-Stage Stocks Home My Collections

Stock Comparison

Brookfield Corporation vs United Rentals, Inc.

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

Brookfield Corporation

BN · New York Stock Exchange

Market cap (USD)$109.6B
Gross margin (TTM)34.5%
Operating margin (TTM)24.1%
Net margin (TTM)1.3%
SectorFinancials
IndustryAsset Management
CountryCA
Data as of2026-01-05
Moat score
65/ 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 Corporation's moat claims, evidence, and risks.

View BN analysis

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$57.6B
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: Brookfield Corporation leads (65 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Brookfield Corporation has 6 segments; United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Brookfield Corporation has 10 moat types across 5 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Brookfield Corporation

Asset Management

Market

Alternative asset management (private markets: infrastructure, renewables, private equity, real estate, credit)

Geography

Global

Customer

Institutional investors and private wealth channels

Role

General partner (GP) / asset manager

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 Corporation
United Rentals, Inc.
Ticker / Exchange
BN - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$109.6B
$57.6B
Gross margin (TTM)
34.5%
35.9%
Operating margin (TTM)
24.1%
25.1%
Net margin (TTM)
1.3%
15.8%
Sector
Financials
Industrials
Industry
Asset Management
Rental & Leasing Services
HQ country
CA
US
Primary segment
Asset Management
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
65 / 100
63 / 100
Moat domains
Demand, Network, Financial, Supply, Legal
Supply, Demand, Legal
Last update
2026-01-05
2026-01-01

Moat coverage

Shared moat types

Brand TrustPhysical Network DensityOperational Excellence

Brookfield Corporation strengths

Long Term ContractsEcosystem ComplementsFloat PrepaymentCost Of Capital AdvantageCapex Knowhow ScalePermits Rights Of WayGeographic Natural

United Rentals, Inc. strengths

Preferential Input AccessData Workflow LockinService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Brookfield Corporation segments

Full profile >

Asset Management

Oligopoly

n/a

Wealth Solutions (Insurance)

Competitive

n/a

Renewable Power and Transition

Competitive

n/a

Infrastructure

Oligopoly

n/a

Private Equity (Operating Businesses)

Competitive

n/a

Real Estate

Competitive

n/a

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.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.