VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

International Flavors & Fragrances Inc. vs Uber Technologies, Inc.

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

International Flavors & Fragrances Inc.

IFF · New York Stock Exchange

Market cap (USD)$17.1B
Gross margin (TTM)36.4%
Operating margin (TTM)-3.2%
Net margin (TTM)-3.7%
SectorMaterials
IndustryChemicals - Specialty
CountryUS
Data as of2025-12-29
Moat score
59/ 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 International Flavors & Fragrances Inc.'s moat claims, evidence, and risks.

View IFF analysis

Uber Technologies, Inc.

UBER · New York Stock Exchange

Market cap (USD)$167.8B
Gross margin (TTM)39.8%
Operating margin (TTM)9.2%
Net margin (TTM)33.5%
SectorIndustrials
IndustrySoftware - Application
CountryUS
Data as of2026-01-05
Moat score
66/ 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 Uber Technologies, Inc.'s moat claims, evidence, and risks.

View UBER analysis

Comparison highlights

  • Moat score gap: Uber Technologies, Inc. leads (66 / 100 vs 59 / 100 for International Flavors & Fragrances Inc.).
  • Segment focus: International Flavors & Fragrances Inc. has 4 segments (31.2% in Food Ingredients); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: International Flavors & Fragrances Inc. has 8 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

International Flavors & Fragrances Inc.

Food Ingredients

Market

Specialty food ingredients (texturizers, food protection, plant proteins, emulsifiers, sweeteners)

Geography

Global

Customer

B2B (food manufacturers)

Role

Ingredient supplier

Revenue share

31.2%

Uber Technologies, Inc.

Mobility

Market

Ride-hailing / on-demand mobility marketplaces

Geography

Global

Customer

Consumers (riders) and independent mobility drivers; plus transit/taxi partners in some markets

Role

Marketplace platform / demand generation / dispatch and payments

Revenue share

57%

Side-by-side metrics

International Flavors & Fragrances Inc.
Uber Technologies, Inc.
Ticker / Exchange
IFF - New York Stock Exchange
UBER - New York Stock Exchange
Market cap (USD)
$17.1B
$167.8B
Gross margin (TTM)
36.4%
39.8%
Operating margin (TTM)
-3.2%
9.2%
Net margin (TTM)
-3.7%
33.5%
Sector
Materials
Industrials
Industry
Chemicals - Specialty
Software - Application
HQ country
US
US
Primary segment
Food Ingredients
Mobility
Market structure
Competitive
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Weak
Moderate
Moat score
59 / 100
66 / 100
Moat domains
Demand, Legal, Supply
Network, Demand
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

International Flavors & Fragrances Inc. strengths

Design In QualificationIP Choke PointService Field NetworkSupply Chain ControlCompliance AdvantageSwitching Costs GeneralCapex Knowhow ScaleScale Economies Unit Cost

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand TrustSuite Bundling

Segment mix

International Flavors & Fragrances Inc. segments

Full profile >

Taste

Oligopoly

23.9%

Food Ingredients

Competitive

31.2%

Health & Biosciences

Oligopoly

21.4%

Scent

Oligopoly

23.6%

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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

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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.