VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Manhattan Associates, Inc. vs United Rentals, Inc.

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

Manhattan Associates, Inc.

MANH · The Nasdaq Stock Market LLC

Market cap (USD)$10.6B
SectorTechnology
CountryUS
Data as of2025-12-28
Moat score
56/ 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 Manhattan Associates, Inc.'s moat claims, evidence, and risks.

View MANH 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: United Rentals, Inc. leads (63 / 100 vs 56 / 100 for Manhattan Associates, Inc.).
  • Segment focus: Manhattan Associates, Inc. has 4 segments (50.4% in Professional services (implementation, consulting, training)); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Manhattan Associates, Inc. has 7 moat types across 1 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Manhattan Associates, Inc.

Professional services (implementation, consulting, training)

Market

Supply chain & omnichannel software implementation and consulting services

Geography

Global

Customer

Enterprises implementing or expanding supply chain/omnichannel systems

Role

Implementation and advisory services provider

Revenue share

50.4%

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

Manhattan Associates, Inc.
United Rentals, Inc.
Ticker / Exchange
MANH - The Nasdaq Stock Market LLC
URI - New York Stock Exchange
Market cap (USD)
$10.6B
$51.5B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Professional services (implementation, consulting, training)
General Rentals
Market structure
Competitive
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
63 / 100
Moat domains
Demand
Supply, Demand, Legal
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Data Workflow Lockin

Manhattan Associates, Inc. strengths

Suite BundlingLong Term ContractsReputation ReviewsProcurement InertiaInstalled Base ConsumablesSwitching Costs General

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceBrand TrustService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Manhattan Associates, Inc. segments

Full profile >

Cloud subscriptions (Manhattan Active SaaS)

Oligopoly

32.4%

Professional services (implementation, consulting, training)

Competitive

50.4%

Maintenance and support (legacy perpetual licenses)

Monopoly

13.3%

Perpetual licenses and hardware

Competitive

4%

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.