VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Monolithic Power Systems, Inc. vs Uber Technologies, Inc.

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

Monolithic Power Systems, Inc.

MPWR · NASDAQ Global Select Market

Market cap (USD)$45.8B
Gross margin (TTM)55.2%
Operating margin (TTM)26%
Net margin (TTM)71.2%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-25
Moat score
67/ 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 Monolithic Power Systems, Inc.'s moat claims, evidence, and risks.

View MPWR 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: Monolithic Power Systems, Inc. leads (67 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: Monolithic Power Systems, Inc. has 4 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Monolithic Power Systems, Inc.

Enterprise Data

Market

Power management ICs and power modules for enterprise/data center servers (CPU/GPU/AI accelerators) and cloud/on-prem compute platforms

Geography

Global

Customer

OEMs/ODMs and cloud platform designers

Role

Fabless component supplier (power semiconductors)

Revenue share

32.5%

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

Monolithic Power Systems, Inc.
Uber Technologies, Inc.
Ticker / Exchange
MPWR - NASDAQ Global Select Market
UBER - New York Stock Exchange
Market cap (USD)
$45.8B
$167.8B
Gross margin (TTM)
55.2%
39.8%
Operating margin (TTM)
26%
9.2%
Net margin (TTM)
71.2%
33.5%
Sector
Technology
Industrials
Industry
Semiconductors
Software - Application
HQ country
US
US
Primary segment
Enterprise Data
Mobility
Market structure
Oligopoly
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
67 / 100
66 / 100
Moat domains
Demand, Supply, Legal
Network, Demand
Last update
2025-12-25
2026-01-05

Moat coverage

Shared moat types

Brand Trust

Monolithic Power Systems, Inc. strengths

Design In QualificationOperational ExcellenceIP Choke Point

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Segment mix

Monolithic Power Systems, Inc. segments

Full profile >

Enterprise Data

Oligopoly

32.5%

Storage and Computing

Competitive

22.7%

Automotive

Oligopoly

18.8%

Communications

Oligopoly

10.2%

Consumer

Competitive

9.1%

Industrial

Oligopoly

6.7%

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.

View the moat stocks list

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.