VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

KKR & Co. Inc. vs UiPath, Inc.

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

KKR & Co. Inc.

KKR · New York Stock Exchange

Market cap (USD)$119.9B
Gross margin (TTM)19.5%
Operating margin (TTM)2.6%
Net margin (TTM)14.1%
SectorFinancials
IndustryAsset Management
CountryUS
Data as of2026-01-06
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 KKR & Co. Inc.'s moat claims, evidence, and risks.

View KKR analysis

UiPath, Inc.

PATH · New York Stock Exchange

Market cap (USD)$8.6B
Gross margin (TTM)83.2%
Operating margin (TTM)0.7%
Net margin (TTM)14.8%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-29
Moat score
70/ 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 UiPath, Inc.'s moat claims, evidence, and risks.

View PATH analysis

Comparison highlights

  • Moat score gap: UiPath, Inc. leads (70 / 100 vs 67 / 100 for KKR & Co. Inc.).
  • Segment focus: KKR & Co. Inc. has 3 segments (52.3% in Asset Management); UiPath, Inc. has 2 segments (97.2% in Automation Platform).
  • Moat breadth: KKR & Co. Inc. has 7 moat types across 4 domains; UiPath, Inc. has 3 across 2.

Primary market context

KKR & Co. Inc.

Asset Management

Market

Alternative asset management (private equity, private credit, real assets, and related strategies)

Geography

Global

Customer

Institutional and wealth investors (LPs) allocating to private markets

Role

General partner / investment manager

Revenue share

52.3%

UiPath, Inc.

Automation Platform

Market

Enterprise automation software (RPA + agentic automation platform)

Geography

Global

Customer

Enterprises and public sector

Role

Software platform vendor

Revenue share

97.2%

Side-by-side metrics

KKR & Co. Inc.
UiPath, Inc.
Ticker / Exchange
KKR - New York Stock Exchange
PATH - New York Stock Exchange
Market cap (USD)
$119.9B
$8.6B
Gross margin (TTM)
19.5%
83.2%
Operating margin (TTM)
2.6%
0.7%
Net margin (TTM)
14.1%
14.8%
Sector
Financials
Technology
Industry
Asset Management
Software - Infrastructure
HQ country
US
US
Primary segment
Asset Management
Automation Platform
Market structure
Oligopoly
Oligopoly
Market share
3.5%-5% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
70 / 100
Moat domains
Demand, Supply, Financial, Legal
Demand, Network
Last update
2026-01-06
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

KKR & Co. Inc. strengths

Long Term ContractsBrand TrustScale Economies Unit CostDeal sourcing and origination relationshipsFloat PrepaymentCompliance AdvantageCapital markets and exit execution capability

UiPath, Inc. strengths

Training Org Change CostsSuite BundlingEcosystem Complements

Segment mix

KKR & Co. Inc. segments

Full profile >

Asset Management

Oligopoly

52.3%

Insurance

Competitive

46.5%

Strategic Holdings

Competitive

1.2%

UiPath, Inc. segments

Full profile >

Automation Platform

Oligopoly

97.2%

Professional Services and Enablement

Competitive

2.8%

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

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.