VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

BRP Inc. vs Uber Technologies, Inc.

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

BRP Inc.

DOO · Toronto Stock Exchange

Market cap (USD)$7.3B
Gross margin (TTM)21.8%
Operating margin (TTM)6.2%
Net margin (TTM)0.3%
SectorConsumer
IndustryAuto - Recreational Vehicles
CountryCA
Data as of2025-12-30
Moat score
74/ 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 BRP Inc.'s moat claims, evidence, and risks.

View DOO analysis

Uber Technologies, Inc.

UBER · New York Stock Exchange

Market cap (USD)$167.8B
Gross margin (TTM)39.8%
Operating margin (TTM)9.2%
Net margin (TTM)33.5%
SectorIndustrials
IndustrySoftware - Application
CountryUS
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 Uber Technologies, Inc.'s moat claims, evidence, and risks.

View UBER analysis

Comparison highlights

  • Moat score gap: BRP Inc. leads (74 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: BRP Inc. has 4 segments (55% in Powersports - Year-Round Products); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: BRP Inc. has 4 moat types across 2 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

BRP Inc.

Powersports - Year-Round Products

Market

ATV and recreational/utility side-by-side vehicles (SSV/UTV); 3-wheeled on-road vehicles

Geography

Global (heavy North America exposure)

Customer

Consumers and utility/commercial users

Role

OEM

Revenue share

55%

Uber Technologies, Inc.

Mobility

Market

Ride-hailing / on-demand mobility marketplaces

Geography

Global

Customer

Consumers (riders) and independent mobility drivers; plus transit/taxi partners in some markets

Role

Marketplace platform / demand generation / dispatch and payments

Revenue share

57%

Side-by-side metrics

BRP Inc.
Uber Technologies, Inc.
Ticker / Exchange
DOO - Toronto Stock Exchange
UBER - New York Stock Exchange
Market cap (USD)
$7.3B
$167.8B
Gross margin (TTM)
21.8%
39.8%
Operating margin (TTM)
6.2%
9.2%
Net margin (TTM)
0.3%
33.5%
Sector
Consumer
Industrials
Industry
Auto - Recreational Vehicles
Software - Application
HQ country
CA
US
Primary segment
Powersports - Year-Round Products
Mobility
Market structure
Oligopoly
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
74 / 100
66 / 100
Moat domains
Demand, Supply
Network, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Brand Trust

BRP Inc. strengths

Distribution ControlInstalled Base ConsumablesDesign In Qualification

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Segment mix

BRP Inc. segments

Full profile >

Powersports - Year-Round Products

Oligopoly

55%

Powersports - Seasonal Products

Oligopoly

30.3%

Powersports - Parts, Accessories & Apparel; OEM Engines & Gearboxes

Competitive

14.7%

Marine Boats Businesses (Divestiture/Discontinued)

Competitive

n/a

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

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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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.