VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Chipotle Mexican Grill, Inc. vs United Rentals, Inc.

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

Chipotle Mexican Grill, Inc.

CMG · New York Stock Exchange

Market cap (USD)$52.5B
SectorConsumer
CountryUS
Data as of2025-12-26
Moat score
62/ 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 Chipotle Mexican Grill, Inc.'s moat claims, evidence, and risks.

View CMG 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 62 / 100 for Chipotle Mexican Grill, Inc.).
  • Segment focus: Chipotle Mexican Grill, Inc. has 1 segment (100% in Restaurant operations (company-owned Chipotle restaurants)); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Moat breadth: Chipotle Mexican Grill, Inc. has 4 moat types across 2 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Chipotle Mexican Grill, Inc.

Restaurant operations (company-owned Chipotle restaurants)

Market

Fast-casual restaurants (Mexican-inspired, made-to-order)

Geography

Primarily United States; limited international presence

Customer

Consumers

Role

Company-operated restaurant operator

Revenue share

100%

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

Chipotle Mexican Grill, Inc.
United Rentals, Inc.
Ticker / Exchange
CMG - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$52.5B
$51.5B
Sector
Consumer
Industrials
HQ country
US
US
Primary segment
Restaurant operations (company-owned Chipotle restaurants)
General Rentals
Market structure
Competitive
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
63 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2025-12-26
2026-01-01

Moat coverage

Shared moat types

Brand TrustOperational Excellence

Chipotle Mexican Grill, Inc. strengths

Supply Chain ControlHabit Default

United Rentals, Inc. strengths

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

Segment mix

Chipotle Mexican Grill, Inc. segments

Full profile >

Restaurant operations (company-owned Chipotle restaurants)

Competitive

100%

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

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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.