VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

Global Payments Inc. vs United Rentals, Inc.

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

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorFinancials

Industry—

CountryUS

Data as of2026-01-10

Moat score

62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$61B

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: United Rentals, Inc. leads (63 / 100 vs 62 / 100 for Global Payments Inc.).
Segment focus: Global Payments Inc. has 2 segments (76.1% in Merchant Solutions); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
Moat breadth: Global Payments Inc. has 6 moat types across 4 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

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

Global Payments Inc.

United Rentals, Inc.

Ticker / Exchange

GPN - New York Stock Exchange

URI - New York Stock Exchange

Market cap (USD)

$18.8B

$61B

Gross margin (TTM)

n/a

35.9%

Operating margin (TTM)

n/a

25.1%

Net margin (TTM)

n/a

15.8%

Sector

Financials

Industrials

Industry

n/a

Rental & Leasing Services

HQ country

Primary segment

Merchant Solutions

General Rentals

Market structure

Competitive

Market share

n/a

9.5%-11% (implied)

HHI estimate

n/a

Pricing power

Moderate

Moat score

62 / 100

63 / 100

Moat domains

Network, Demand, Supply, Legal

Supply, Demand, Legal

Last update

2026-01-10

2026-01-01

Moat coverage

Shared moat types

Data Workflow LockinCompliance Advantage

Global Payments Inc. strengths

Ecosystem ComplementsScale Economies Unit CostLong Term ContractsSwitching Costs General

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceBrand TrustService Field NetworkScope EconomiesCapacity Moat

Segment mix

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

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.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.