VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Meta Platforms, Inc. vs UiPath, Inc.

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

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.8T
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
94/ 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 Meta Platforms, Inc.'s moat claims, evidence, and risks.

View META analysis

UiPath, Inc.

PATH · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
70/ 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 UiPath, Inc.'s moat claims, evidence, and risks.

View PATH analysis

Comparison highlights

  • Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 70 / 100 for UiPath, Inc.).
  • Segment focus: Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)); UiPath, Inc. has 2 segments (97.2% in Automation Platform).
  • Moat breadth: Meta Platforms, Inc. has 6 moat types across 2 domains; UiPath, Inc. has 3 across 2.

Primary market context

Meta Platforms, Inc.

Family of Apps (FoA)

Market

Global social media platforms & social media advertising

Geography

Global

Customer

Consumers and advertisers

Role

Two-sided platform (attention + ad auction)

Revenue share

98.7%

UiPath, Inc.

Automation Platform

Market

Enterprise automation software (RPA + agentic automation platform)

Geography

Global

Customer

Enterprises and public sector

Role

Software platform vendor

Revenue share

97.2%

Side-by-side metrics

Meta Platforms, Inc.
UiPath, Inc.
Ticker / Exchange
META - Nasdaq Global Select Market
PATH - New York Stock Exchange
Market cap (USD)
$1.8T
n/a
Sector
Communication Services
Technology
HQ country
US
US
Primary segment
Family of Apps (FoA)
Automation Platform
Market structure
Oligopoly
Oligopoly
Market share
55%-65% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
94 / 100
70 / 100
Moat domains
Network, Supply
Demand, Network
Last update
2025-12-26
2025-12-29

Moat coverage

Shared moat types

Ecosystem Complements

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsData Network EffectsCapex Knowhow ScaleLearning Curve Yield

UiPath, Inc. strengths

Training Org Change CostsSuite Bundling

Segment mix

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

UiPath, Inc. segments

Full profile >

Automation Platform

Oligopoly

97.2%

Professional Services and Enablement

Competitive

2.8%

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.