VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Dino Polska S.A. vs United Rentals, Inc.

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

Dino Polska S.A.

DNP · Warsaw Stock Exchange

Market cap (USD)$3.7B
Gross margin (TTM)26.1%
Operating margin (TTM)272.7%
Net margin (TTM)261.5%
SectorConsumer
IndustryAsset Management - Income
CountryPL
Data as of2026-01-05
Moat score
66/ 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 Dino Polska S.A.'s moat claims, evidence, and risks.

View DNP 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: Dino Polska S.A. leads (66 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Dino Polska S.A. has 5 moat types across 2 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Dino Polska S.A.

Proximity grocery retail (Dino stores)

Market

Retail grocery (mid-sized proximity supermarkets)

Geography

Poland

Customer

Households / consumers

Role

Brick-and-mortar grocery retailer

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

Dino Polska S.A.
United Rentals, Inc.
Ticker / Exchange
DNP - Warsaw Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$3.7B
$57.6B
Gross margin (TTM)
26.1%
35.9%
Operating margin (TTM)
272.7%
25.1%
Net margin (TTM)
261.5%
15.8%
Sector
Consumer
Industrials
Industry
Asset Management - Income
Rental & Leasing Services
HQ country
PL
US
Primary segment
Proximity grocery retail (Dino stores)
General Rentals
Market structure
Oligopoly
Competitive
Market share
7%-9% (reported)
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
66 / 100
63 / 100
Moat domains
Supply, Demand
Supply, Demand, Legal
Last update
2026-01-05
2026-01-01

Moat coverage

Shared moat types

Physical Network DensityOperational Excellence

Dino Polska S.A. strengths

Habit DefaultSupply Chain ControlScale Economies Unit Cost

United Rentals, Inc. strengths

Preferential Input AccessData Workflow LockinBrand TrustService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

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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Looking for expansion-stage stocks?

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

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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.