VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

Honeywell International Inc. vs United Rentals, Inc.

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

Honeywell International Inc.

HON · The Nasdaq Stock Market LLC

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
Moat score
58/ 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 Honeywell International Inc.'s moat claims, evidence, and risks.

View HON analysis

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$54.3B
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 58 / 100 for Honeywell International Inc.).
  • Segment focus: Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Honeywell International Inc. has 9 moat types across 2 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Honeywell International Inc.

Aerospace Technologies

Market

Aerospace systems, avionics, propulsion & aftermarket MRO services

Geography

Global

Customer

Aircraft OEMs, airlines/operators, defense & space contractors

Role

Tier-1 supplier + aftermarket service provider

Revenue share

40.2%

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

Honeywell International Inc.
United Rentals, Inc.
Ticker / Exchange
HON - The Nasdaq Stock Market LLC
URI - New York Stock Exchange
Market cap (USD)
n/a
$54.3B
Gross margin (TTM)
n/a
35.9%
Operating margin (TTM)
n/a
25.1%
Net margin (TTM)
n/a
15.8%
Sector
Industrials
Industrials
Industry
n/a
Rental & Leasing Services
HQ country
US
US
Primary segment
Aerospace Technologies
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
58 / 100
63 / 100
Moat domains
Demand, Legal
Supply, Demand, Legal
Last update
2026-01-02
2026-01-01

Moat coverage

Shared moat types

Data Workflow LockinBrand Trust

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeSuite BundlingSwitching Costs GeneralIP Choke PointDesign In QualificationLong Term Contracts

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Honeywell International Inc. segments

Full profile >

Aerospace Technologies

Oligopoly

40.2%

Industrial Automation

Competitive

26.1%

Building Automation

Oligopoly

17%

Energy and Sustainability Solutions

Oligopoly

16.7%

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.