VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Monster Beverage Corporation vs United Rentals, Inc.

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

Monster Beverage Corporation

MNST · Nasdaq Global Select Market

Market cap (USD)$65.7B
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
76/ 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 Monster Beverage Corporation's moat claims, evidence, and risks.

View MNST 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: Monster Beverage Corporation leads (76 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Monster Beverage Corporation has 4 segments (91.6% in Monster Energy Drinks); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Monster Beverage Corporation has 5 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Monster Beverage Corporation

Monster Energy Drinks

Market

Energy drinks

Geography

Global

Customer

Retail consumers (via bottlers/distributors and retailers); some direct-to-retail

Role

Brand owner, marketer, and RTD finished-goods seller

Revenue share

91.6%

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

Monster Beverage Corporation
United Rentals, Inc.
Ticker / Exchange
MNST - Nasdaq Global Select Market
URI - New York Stock Exchange
Market cap (USD)
$65.7B
$51.5B
Sector
Consumer
Industrials
HQ country
US
US
Primary segment
Monster Energy Drinks
General Rentals
Market structure
Oligopoly
Competitive
Market share
33%-35% (reported)
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
63 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2025-12-31
2026-01-01

Moat coverage

Shared moat types

Brand TrustPreferential Input Access

Monster Beverage Corporation strengths

Distribution ControlContractual ExclusivitySpecialty flavor formulations (AFF)

United Rentals, Inc. strengths

Physical Network DensityData Workflow LockinOperational ExcellenceService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Monster Beverage Corporation segments

Full profile >

Monster Energy Drinks

Oligopoly

91.6%

Strategic Brands

Oligopoly

5.8%

Alcohol Brands

Competitive

2.3%

Other (AFF Third-Party Products)

Competitive

0.3%

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

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.