VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Meta Platforms, Inc. vs Uber Technologies, 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)$1.7T
Gross margin (TTM)82%
Operating margin (TTM)43.2%
Net margin (TTM)30.9%
SectorCommunication Services
IndustryInternet Content & Information
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

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: Meta Platforms, Inc. leads (94 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: Meta Platforms, Inc. has 6 moat types across 2 domains; Uber Technologies, Inc. has 4 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%

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

Meta Platforms, Inc.
Uber Technologies, Inc.
Ticker / Exchange
META - Nasdaq Global Select Market
UBER - New York Stock Exchange
Market cap (USD)
$1.7T
$167.8B
Gross margin (TTM)
82%
39.8%
Operating margin (TTM)
43.2%
9.2%
Net margin (TTM)
30.9%
33.5%
Sector
Communication Services
Industrials
Industry
Internet Content & Information
Software - Application
HQ country
US
US
Primary segment
Family of Apps (FoA)
Mobility
Market structure
Oligopoly
Oligopoly
Market share
55%-65% (estimated)
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
94 / 100
66 / 100
Moat domains
Network, Supply
Network, Demand
Last update
2025-12-26
2026-01-05

Moat coverage

Shared moat types

Two Sided NetworkData Network Effects

Meta Platforms, Inc. strengths

Direct Network EffectsEcosystem ComplementsCapex Knowhow ScaleLearning Curve Yield

Uber Technologies, Inc. strengths

Brand TrustSuite Bundling

Segment mix

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Want the full wide moat stocks list?

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

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.