VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

HCA Healthcare, Inc. vs United Rentals, Inc.

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

HCA Healthcare, Inc.

HCA · New York Stock Exchange

Market cap (USD)$106.5B
SectorHealthcare
CountryUS
Data as of2026-01-01
Moat score
67/ 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 HCA Healthcare, Inc.'s moat claims, evidence, and risks.

View HCA 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: HCA Healthcare, Inc. leads (67 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: HCA Healthcare, Inc. has 1 segment (100% in Hospitals and related healthcare entities); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: HCA Healthcare, Inc. has 4 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

HCA Healthcare, Inc.

Hospitals and related healthcare entities

Market

Acute care hospitals and outpatient healthcare services

Geography

United States (multi-state) and England (United Kingdom)

Customer

Patients and third-party payers

Role

Provider operator

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

HCA Healthcare, Inc.
United Rentals, Inc.
Ticker / Exchange
HCA - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$106.5B
$51.5B
Sector
Healthcare
Industrials
HQ country
US
US
Primary segment
Hospitals and related healthcare entities
General Rentals
Market structure
Oligopoly
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
63 / 100
Moat domains
Legal, Supply, Demand
Supply, Demand, Legal
Last update
2026-01-01
2026-01-01

Moat coverage

Shared moat types

Scope EconomiesPhysical Network Density

HCA Healthcare, Inc. strengths

Permits Rights Of WaySwitching Costs General

United Rentals, Inc. strengths

Preferential Input AccessData Workflow LockinOperational ExcellenceBrand TrustService Field NetworkCompliance AdvantageCapacity Moat

Segment mix

HCA Healthcare, Inc. segments

Full profile >

Hospitals and related healthcare entities

Oligopoly

100%

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

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.