VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Keysight Technologies, Inc. vs Uber Technologies, Inc.

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

Keysight Technologies, Inc.

KEYS · New York Stock Exchange

Market cap (USD)$35.9B
Gross margin (TTM)62.1%
Operating margin (TTM)17.6%
Net margin (TTM)15.7%
SectorTechnology
IndustryHardware, Equipment & Parts
CountryUS
Data as of2026-01-01
Moat score
69/ 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 Keysight Technologies, Inc.'s moat claims, evidence, and risks.

View KEYS 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: Keysight Technologies, Inc. leads (69 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Keysight Technologies, Inc. has 2 segments (69.3% in Communications Solutions Group (CSG)); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: Keysight Technologies, Inc. has 6 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Keysight Technologies, Inc.

Communications Solutions Group (CSG)

Market

Electronic design, test, and measurement solutions for communications networks and aerospace/defense/government systems

Geography

Global

Customer

Commercial communications OEMs and operators; aerospace/defense primes and government contractors/agencies

Role

Test & measurement instrumentation OEM + software platform + services provider

Revenue share

69.3%

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

Keysight Technologies, Inc.
Uber Technologies, Inc.
Ticker / Exchange
KEYS - New York Stock Exchange
UBER - New York Stock Exchange
Market cap (USD)
$35.9B
$167.8B
Gross margin (TTM)
62.1%
39.8%
Operating margin (TTM)
17.6%
9.2%
Net margin (TTM)
15.7%
33.5%
Sector
Technology
Industrials
Industry
Hardware, Equipment & Parts
Software - Application
HQ country
US
US
Primary segment
Communications Solutions Group (CSG)
Mobility
Market structure
Oligopoly
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
69 / 100
66 / 100
Moat domains
Demand, Supply, Network
Network, Demand
Last update
2026-01-01
2026-01-05

Moat coverage

Shared moat types

Brand Trust

Keysight Technologies, Inc. strengths

Data Workflow LockinService Field NetworkDesign In QualificationDe Facto StandardLearning Curve Yield

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Segment mix

Keysight Technologies, Inc. segments

Full profile >

Communications Solutions Group (CSG)

Oligopoly

69.3%

Electronic Industrial Solutions Group (EISG)

Oligopoly

30.7%

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

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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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.