VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Copart, Inc. vs United Rentals, Inc.

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

Copart, Inc.

CPRT · The NASDAQ Global Select Market

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-28
Moat score
71/ 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 Copart, Inc.'s moat claims, evidence, and risks.

View CPRT 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: Copart, Inc. leads (71 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Copart, Inc. has 2 segments (83% in United States); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: n/a vs Moderate.
  • Moat breadth: Copart, Inc. has 5 moat types across 5 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Copart, Inc.

United States

Market

Online salvage & used vehicle remarketing services

Geography

United States

Customer

Vehicle sellers (insurance carriers, dealers, fleets) and vehicle buyers (dismantlers, rebuilders, dealers, exporters, consumers)

Role

Intermediary marketplace + ancillary services (transport, storage, title)

Revenue share

83%

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

Copart, Inc.
United Rentals, Inc.
Ticker / Exchange
CPRT - The NASDAQ Global Select Market
URI - New York Stock Exchange
Market cap (USD)
n/a
$51.5B
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
United States
General Rentals
Market structure
Oligopoly
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
71 / 100
63 / 100
Moat domains
Network, Supply, Demand, Legal, Financial
Supply, Demand, Legal
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Service Field NetworkData Workflow LockinCompliance Advantage

Copart, Inc. strengths

Two Sided NetworkBenchmark Pricing Power

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceBrand TrustScope EconomiesCapacity Moat

Segment mix

Copart, Inc. segments

Full profile >

United States

Oligopoly

83%

International

Competitive

17%

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.