VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Melrose Industries PLC vs United Rentals, Inc.

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

Melrose Industries PLC

MRO · London Stock Exchange

Market cap (USD)$10B
SectorIndustrials
CountryGB
Data as of2025-12-28
Moat score
77/ 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 Melrose Industries PLC's moat claims, evidence, and risks.

View MRO 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: Melrose Industries PLC leads (77 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Melrose Industries PLC has 2 segments (57.9% in Structures); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Melrose Industries PLC has 5 moat types across 2 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Melrose Industries PLC

Structures

Market

Aerostructures and aircraft electrical wiring systems (EWIS)

Geography

Global

Customer

Airframe OEMs; defence primes

Role

Tier-1 aerospace supplier

Revenue share

57.9%

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

Melrose Industries PLC
United Rentals, Inc.
Ticker / Exchange
MRO - London Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$10B
$51.5B
Sector
Industrials
Industrials
HQ country
GB
US
Primary segment
Structures
General Rentals
Market structure
Oligopoly
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
63 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Service Field NetworkCapacity Moat

Melrose Industries PLC strengths

Long Term ContractsDesign In QualificationCapex Knowhow Scale

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessData Workflow LockinOperational ExcellenceBrand TrustCompliance AdvantageScope Economies

Segment mix

Melrose Industries PLC segments

Full profile >

Engines

Oligopoly

42.1%

Structures

Oligopoly

57.9%

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.