VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Linde plc vs Uber Technologies, Inc.

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

Linde plc

LIN · Nasdaq Stock Market

Market cap (USD)$202.2B
Gross margin (TTM)40.5%
Operating margin (TTM)27.2%
Net margin (TTM)21.2%
SectorMaterials
IndustryChemicals - Specialty
CountryIE
Data as of2025-12-29
Moat score
72/ 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 Linde plc's moat claims, evidence, and risks.

View LIN 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: Linde plc leads (72 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Linde plc has 4 segments (43.8% in Americas); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: Linde plc has 5 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Linde plc

Americas

Market

Industrial gases (Americas)

Geography

Americas

Customer

B2B + healthcare

Role

Producer, distributor, on-site plant owner/operator

Revenue share

43.8%

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

Linde plc
Uber Technologies, Inc.
Ticker / Exchange
LIN - Nasdaq Stock Market
UBER - New York Stock Exchange
Market cap (USD)
$202.2B
$167.8B
Gross margin (TTM)
40.5%
39.8%
Operating margin (TTM)
27.2%
9.2%
Net margin (TTM)
21.2%
33.5%
Sector
Materials
Industrials
Industry
Chemicals - Specialty
Software - Application
HQ country
IE
US
Primary segment
Americas
Mobility
Market structure
Oligopoly
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
72 / 100
66 / 100
Moat domains
Demand, Supply, Legal
Network, Demand
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Linde plc strengths

Long Term ContractsPhysical Network DensityScale Economies Unit CostCapex Knowhow ScaleIP Choke Point

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand TrustSuite Bundling

Segment mix

Linde plc segments

Full profile >

Americas

Oligopoly

43.8%

EMEA

Oligopoly

25.3%

APAC

Oligopoly

20.1%

Engineering

Competitive

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?

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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.