VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Dassault Systemes SE vs United Rentals, Inc.

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

Dassault Systemes SE

DSY · Euronext Paris

Market cap (USD)
SectorTechnology
CountryFR
Data as of2025-12-29
Moat score
72/ 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 Dassault Systemes SE's moat claims, evidence, and risks.

View DSY 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: Dassault Systemes SE leads (72 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Dassault Systemes SE has 3 segments (55% in Industrial Innovation); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Dassault Systemes SE has 7 moat types across 4 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Dassault Systemes SE

Industrial Innovation

Market

Enterprise PLM, CAD/CAE, and digital manufacturing software for discrete industries

Geography

Global

Customer

Large enterprises and Tier-1 suppliers

Role

Software platform vendor

Revenue share

55%

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

Dassault Systemes SE
United Rentals, Inc.
Ticker / Exchange
DSY - Euronext Paris
URI - New York Stock Exchange
Market cap (USD)
n/a
$51.5B
Sector
Technology
Industrials
HQ country
FR
US
Primary segment
Industrial Innovation
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
72 / 100
63 / 100
Moat domains
Demand, Network, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-29
2026-01-01

Moat coverage

Shared moat types

Data Workflow LockinCompliance Advantage

Dassault Systemes SE strengths

Suite BundlingDe Facto StandardSwitching Costs GeneralDistribution ControlReputation Reviews

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceBrand TrustService Field NetworkScope EconomiesCapacity Moat

Segment mix

Dassault Systemes SE segments

Full profile >

Industrial Innovation

Oligopoly

55%

Mainstream Innovation

Oligopoly

25%

Life Sciences

Oligopoly

20%

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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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.