VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Hilton Worldwide Holdings Inc. vs United Rentals, Inc.

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

Hilton Worldwide Holdings Inc.

HLT · New York Stock Exchange

Market cap (USD)$66.8B
SectorConsumer
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 Hilton Worldwide Holdings Inc.'s moat claims, evidence, and risks.

View HLT 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: Hilton Worldwide Holdings Inc. leads (72 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Hilton Worldwide Holdings Inc. has 2 segments (72.7% in Management and Franchise); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Hilton Worldwide Holdings Inc. has 5 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Hilton Worldwide Holdings Inc.

Management and Franchise

Market

Hotel management, franchising and brand licensing

Geography

Global

Customer

Third-party hotel owners / franchisees and strategic partners

Role

Franchisor / manager / IP licensor

Revenue share

72.7%

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

Hilton Worldwide Holdings Inc.
United Rentals, Inc.
Ticker / Exchange
HLT - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$66.8B
$51.5B
Sector
Consumer
Industrials
HQ country
US
US
Primary segment
Management and Franchise
General Rentals
Market structure
Oligopoly
Competitive
Market share
13%-15% (implied)
9.5%-11% (implied)
HHI estimate
1,350
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
63 / 100
Moat domains
Network, Demand, Supply
Supply, Demand, Legal
Last update
2026-01-01
2026-01-01

Moat coverage

Shared moat types

Brand Trust

Hilton Worldwide Holdings Inc. strengths

Two Sided NetworkLong Term ContractsScale Economies Unit CostEcosystem Complements

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessData Workflow LockinOperational ExcellenceService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Hilton Worldwide Holdings Inc. segments

Full profile >

Management and Franchise

Oligopoly

72.7%

Ownership

Competitive

27.3%

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.