VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Nordson Corporation vs Uber Technologies, Inc.

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

Nordson Corporation

NDSN · NASDAQ

Market cap (USD)$13.7B
Gross margin (TTM)55.2%
Operating margin (TTM)25.5%
Net margin (TTM)17.4%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-29
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 Nordson Corporation's moat claims, evidence, and risks.

View NDSN 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: Nordson Corporation leads (67 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Nordson Corporation has 3 segments (47.7% in Industrial Precision Solutions); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: Nordson Corporation has 6 moat types across 2 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Nordson Corporation

Industrial Precision Solutions

Market

Industrial precision dispensing, coating, and material-processing equipment (adhesives, coatings, sealants, polymers)

Geography

Global

Customer

Manufacturers and converters (packaging, nonwovens/hygiene, automotive, industrial, agriculture)

Role

Capital equipment OEM / process-solution provider

Revenue share

47.7%

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

Nordson Corporation
Uber Technologies, Inc.
Ticker / Exchange
NDSN - NASDAQ
UBER - New York Stock Exchange
Market cap (USD)
$13.7B
$167.8B
Gross margin (TTM)
55.2%
39.8%
Operating margin (TTM)
25.5%
9.2%
Net margin (TTM)
17.4%
33.5%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Software - Application
HQ country
US
US
Primary segment
Industrial Precision Solutions
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
Supply, Demand
Network, Demand
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Nordson Corporation strengths

Capex Knowhow ScaleService Field NetworkSwitching Costs GeneralInstalled Base ConsumablesDesign In QualificationData Workflow Lockin

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand TrustSuite Bundling

Segment mix

Nordson Corporation segments

Full profile >

Industrial Precision Solutions

Oligopoly

47.7%

Medical and Fluid Solutions

Competitive

29.9%

Advanced Technology Solutions

Oligopoly

22.4%

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Want the full wide moat stocks list?

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

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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.