VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Ferguson Enterprises Inc. vs United Rentals, Inc.

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

Ferguson Enterprises Inc.

FERG · New York Stock Exchange

Market cap (USD)$44.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
CountryUS
Data as of2026-01-01
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 Ferguson Enterprises Inc.'s moat claims, evidence, and risks.

View FERG analysis

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$51.5B
Gross margin (TTM)35.9%
Operating margin (TTM)25.1%
Net margin (TTM)15.8%
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: Ferguson Enterprises Inc. leads (72 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Ferguson Enterprises Inc. has 2 segments (95.1% in United States); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Moat breadth: Ferguson Enterprises Inc. has 4 moat types across 2 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Ferguson Enterprises Inc.

United States

Market

Value-added distribution of plumbing, HVAC, PVF, waterworks and related products/services

Geography

United States

Customer

Residential and non-residential professional trade customers (contractors/builders) plus industrial and infrastructure customers

Role

Value-added distributor (B2B)

Revenue share

95.1%

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

Ferguson Enterprises Inc.
United Rentals, Inc.
Ticker / Exchange
FERG - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$44.7B
$51.5B
Gross margin (TTM)
n/a
35.9%
Operating margin (TTM)
n/a
25.1%
Net margin (TTM)
n/a
15.8%
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
United States
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
72 / 100
63 / 100
Moat domains
Supply, Demand
Supply, Demand, Legal
Last update
2026-01-01
2026-01-01

Moat coverage

Shared moat types

Physical Network DensityScope EconomiesData Workflow Lockin

Ferguson Enterprises Inc. strengths

Scale Economies Unit Cost

United Rentals, Inc. strengths

Preferential Input AccessOperational ExcellenceBrand TrustService Field NetworkCompliance AdvantageCapacity Moat

Segment mix

Ferguson Enterprises Inc. segments

Full profile >

United States

Competitive

95.1%

Canada

Competitive

4.9%

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.