VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

McDonald's Corporation vs Uber Technologies, Inc.

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

McDonald's Corporation

MCD · New York Stock Exchange

Market cap (USD)$214.3B
Gross margin (TTM)57.4%
Operating margin (TTM)46.1%
Net margin (TTM)32%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-30
Moat score
80/ 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 McDonald's Corporation's moat claims, evidence, and risks.

View MCD 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: McDonald's Corporation leads (80 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: McDonald's Corporation has 3 segments (48.7% in International Operated Markets); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: McDonald's Corporation has 5 moat types across 2 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

McDonald's Corporation

International Operated Markets

Market

Quick-service restaurants and informal eating out (IEO)

Geography

International operated markets (e.g., Australia, Canada, France, Germany, Italy, Poland, Spain, U.K.)

Customer

Consumers (end customers) and franchisees (B2B system partners)

Role

Franchisor / restaurant operator

Revenue share

48.7%

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

McDonald's Corporation
Uber Technologies, Inc.
Ticker / Exchange
MCD - New York Stock Exchange
UBER - New York Stock Exchange
Market cap (USD)
$214.3B
$167.8B
Gross margin (TTM)
57.4%
39.8%
Operating margin (TTM)
46.1%
9.2%
Net margin (TTM)
32%
33.5%
Sector
Consumer
Industrials
Industry
Restaurants
Software - Application
HQ country
US
US
Primary segment
International Operated Markets
Mobility
Market structure
Competitive
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
80 / 100
66 / 100
Moat domains
Demand, Supply
Network, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Brand Trust

McDonald's Corporation strengths

Physical Network DensityDistribution ControlOperational ExcellenceLong Term Contracts

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Segment mix

McDonald's Corporation segments

Full profile >

U.S.

Competitive

41%

International Operated Markets

Competitive

48.7%

International Developmental Licensed Markets & Corporate

Competitive

10.3%

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.