VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Medtronic plc vs Uber Technologies, Inc.

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

Medtronic plc

MDT · New York Stock Exchange

Market cap (USD)$124.9B
Gross margin (TTM)62.3%
Operating margin (TTM)17.9%
Net margin (TTM)13.7%
SectorHealthcare
IndustryMedical - Devices
CountryIE
Data as of2025-12-31
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 Medtronic plc's moat claims, evidence, and risks.

View MDT 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: Uber Technologies, Inc. leads (66 / 100 vs 63 / 100 for Medtronic plc).
  • Segment focus: Medtronic plc has 4 segments (37.2% in Cardiovascular Portfolio); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: Medtronic plc has 9 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Medtronic plc

Cardiovascular Portfolio

Market

Cardiovascular medical devices (cardiac rhythm management, electrophysiology/ablation, structural heart, coronary & peripheral vascular)

Geography

Global

Customer

Hospitals, cath labs, electrophysiologists, cardiologists, cardiac & vascular surgeons

Role

Device OEM + procedure support + remote monitoring software/services

Revenue share

37.2%

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

Medtronic plc
Uber Technologies, Inc.
Ticker / Exchange
MDT - New York Stock Exchange
UBER - New York Stock Exchange
Market cap (USD)
$124.9B
$167.8B
Gross margin (TTM)
62.3%
39.8%
Operating margin (TTM)
17.9%
9.2%
Net margin (TTM)
13.7%
33.5%
Sector
Healthcare
Industrials
Industry
Medical - Devices
Software - Application
HQ country
IE
US
Primary segment
Cardiovascular Portfolio
Mobility
Market structure
Oligopoly
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
63 / 100
66 / 100
Moat domains
Legal, Demand, Network
Network, Demand
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

Suite Bundling

Medtronic plc strengths

Regulated Standards PipeData Workflow LockinDesign In QualificationEcosystem ComplementsIP Choke PointProcurement InertiaCompliance AdvantageInstalled Base Consumables

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand Trust

Segment mix

Medtronic plc segments

Full profile >

Cardiovascular Portfolio

Oligopoly

37.2%

Neuroscience Portfolio

Oligopoly

29.4%

Medical Surgical Portfolio

Competitive

25.1%

Diabetes Operating Unit

Oligopoly

8.2%

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.