VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

CAR Group Limited vs United Rentals, Inc.

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

CAR Group Limited

CAR · ASX

Market cap (USD)$7.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryAU
Data as of
Moat score
69/ 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 CAR Group Limited's moat claims, evidence, and risks.

View CAR analysis

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$54.3B
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: CAR Group Limited leads (69 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: CAR Group Limited has 5 segments (41% in Australia); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: CAR Group Limited has 6 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

CAR Group Limited

Australia

Market

Online vehicle marketplace, dealer advertising & automotive data/services

Geography

Australia

Customer

Dealers, OEM advertisers, private sellers & buyers

Role

Two-sided marketplace + advertising + data/SaaS tools

Revenue share

41%

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

CAR Group Limited
United Rentals, Inc.
Ticker / Exchange
CAR - ASX
URI - New York Stock Exchange
Market cap (USD)
$7.8B
$54.3B
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
AU
US
Primary segment
Australia
General Rentals
Market structure
Oligopoly
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
69 / 100
63 / 100
Moat domains
Network, Demand, Supply
Supply, Demand, Legal
Last update
2026-01-02
2026-01-01

Moat coverage

Shared moat types

Brand TrustOperational Excellence

CAR Group Limited strengths

Two Sided NetworkEcosystem ComplementsSwitching Costs Generalminority-investment-optionality

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessData Workflow LockinService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

CAR Group Limited segments

Full profile >

Australia

Oligopoly

41%

North America

Oligopoly

26%

Latin America

Oligopoly

17.3%

Asia

Oligopoly

11.5%

Investments

Competitive

4.2%

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.