VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

MercadoLibre, Inc. vs Uber Technologies, Inc.

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

MercadoLibre, Inc.

MELI · NASDAQ

Market cap (USD)$108.9B
Gross margin (TTM)45.1%
Operating margin (TTM)12%
Net margin (TTM)7.9%
SectorTechnology
IndustrySpecialty Retail
CountryUS
Data as of2025-12-29
Moat score
73/ 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 MercadoLibre, Inc.'s moat claims, evidence, and risks.

View MELI 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: MercadoLibre, Inc. leads (73 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: MercadoLibre, Inc. has 2 segments (58.5% in Commerce (Marketplace, logistics, ads, classifieds)); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: MercadoLibre, Inc. has 6 moat types across 4 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

MercadoLibre, Inc.

Commerce (Marketplace, logistics, ads, classifieds)

Market

Latin American e-commerce marketplace and commerce services (online marketplace, 1P retail, fulfillment/logistics, advertising)

Geography

Latin America (Brazil, Mexico, Argentina and other countries)

Customer

Consumers (buyers) and merchants/brands (sellers), including MSMEs

Role

Marketplace operator + retailer + logistics orchestrator

Revenue share

58.5%

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

MercadoLibre, Inc.
Uber Technologies, Inc.
Ticker / Exchange
MELI - NASDAQ
UBER - New York Stock Exchange
Market cap (USD)
$108.9B
$167.8B
Gross margin (TTM)
45.1%
39.8%
Operating margin (TTM)
12%
9.2%
Net margin (TTM)
7.9%
33.5%
Sector
Technology
Industrials
Industry
Specialty Retail
Software - Application
HQ country
US
US
Primary segment
Commerce (Marketplace, logistics, ads, classifieds)
Mobility
Market structure
Oligopoly
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
73 / 100
66 / 100
Moat domains
Network, Supply, Demand, Legal
Network, Demand
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

Two Sided Network

MercadoLibre, Inc. strengths

Ecosystem ComplementsDistribution ControlSwitching Costs GeneralData Workflow LockinCompliance Advantage

Uber Technologies, Inc. strengths

Data Network EffectsBrand TrustSuite Bundling

Segment mix

MercadoLibre, Inc. segments

Full profile >

Commerce (Marketplace, logistics, ads, classifieds)

Oligopoly

58.5%

Fintech (Mercado Pago & credit)

Competitive

41.5%

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.