VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Moody's Corporation vs United Rentals, Inc.

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

Moody's Corporation

MCO · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-21
Moat score
79/ 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 Moody's Corporation's moat claims, evidence, and risks.

View MCO 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: Moody's Corporation leads (79 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Moody's Corporation has 2 segments (53.5% in Moody's Investors Service (Credit Ratings)); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Moody's Corporation has 5 moat types across 4 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Moody's Corporation

Moody's Investors Service (Credit Ratings)

Market

Credit ratings and ratings-related research

Geography

Global

Customer

Issuers, investors, regulators

Role

Credit rating agency / research provider

Revenue share

53.5%

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

Moody's Corporation
United Rentals, Inc.
Ticker / Exchange
MCO - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
n/a
$51.5B
Sector
Financials
Industrials
HQ country
US
US
Primary segment
Moody's Investors Service (Credit Ratings)
General Rentals
Market structure
Oligopoly
Competitive
Market share
29%-32% (estimated)
9.5%-11% (implied)
HHI estimate
3,568
n/a
Pricing power
Strong
Moderate
Moat score
79 / 100
63 / 100
Moat domains
Legal, Network, Demand, Supply
Supply, Demand, Legal
Last update
2025-12-21
2026-01-01

Moat coverage

Shared moat types

Brand TrustData Workflow LockinScope Economies

Moody's Corporation strengths

Regulated Standards PipeDe Facto Standard

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceService Field NetworkCompliance AdvantageCapacity Moat

Segment mix

Moody's Corporation segments

Full profile >

Moody's Investors Service (Credit Ratings)

Oligopoly

53.5%

Moody's Analytics (Risk & Data/Software)

Competitive

46.5%

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.