VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Kongsberg Gruppen ASA vs United Rentals, Inc.

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

Kongsberg Gruppen ASA

KOG · Euronext Oslo Bors

Market cap (USD)$22.8B
SectorIndustrials
CountryNO
Data as of2025-12-28
Moat score
81/ 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 Kongsberg Gruppen ASA's moat claims, evidence, and risks.

View KOG 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: Kongsberg Gruppen ASA leads (81 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Kongsberg Gruppen ASA has 4 segments (49.5% in Kongsberg Maritime); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Kongsberg Gruppen ASA has 9 moat types across 4 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Kongsberg Gruppen ASA

Kongsberg Maritime

Market

Maritime technology & integrated ship systems (propulsion, automation, bridge, energy efficiency, service)

Geography

Global

Customer

Shipyards, shipowners, offshore operators, naval customers

Role

OEM and systems integrator; aftermarket service provider

Revenue share

49.5%

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

Kongsberg Gruppen ASA
United Rentals, Inc.
Ticker / Exchange
KOG - Euronext Oslo Bors
URI - New York Stock Exchange
Market cap (USD)
$22.8B
$51.5B
Sector
Industrials
Industrials
HQ country
NO
US
Primary segment
Kongsberg Maritime
General Rentals
Market structure
Oligopoly
Competitive
Market share
30%-35% (reported)
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
81 / 100
63 / 100
Moat domains
Demand, Supply, Legal, Network
Supply, Demand, Legal
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Service Field NetworkCompliance AdvantageData Workflow Lockin

Kongsberg Gruppen ASA strengths

Installed Base ConsumablesGovernment Contracting RelationshipsDesign In QualificationLong Term ContractsCapex Knowhow ScaleEcosystem Complements

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceBrand TrustScope EconomiesCapacity Moat

Segment mix

Kongsberg Gruppen ASA segments

Full profile >

Kongsberg Maritime

Oligopoly

49.5%

Kongsberg Defence & Aerospace

Oligopoly

38.2%

Kongsberg Discovery

Competitive

8.8%

Kongsberg Digital

Competitive

3.5%

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

Want the full wide moat stocks list?

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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.