VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 1, 2026
Stock Comparison
NVIDIA Corporation vs United Rentals, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
NVIDIA Corporation
NVDA · Nasdaq Stock Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into NVIDIA Corporation's moat claims, evidence, and risks.
View NVDA analysisUnited Rentals, Inc.
URI · New York Stock Exchange
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 analysisComparison highlights
- Moat score gap: NVIDIA Corporation leads (97 / 100 vs 63 / 100 for United Rentals, Inc.).
- Segment focus: NVIDIA Corporation has 5 segments (88.3% in Data Center); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
- Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: NVIDIA Corporation has 7 moat types across 3 domains; United Rentals, Inc. has 9 across 3.
Primary market context
NVIDIA Corporation
Data Center
Data center accelerated computing (AI GPUs, systems, and networking)
Global
Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)
Fabless designer and platform supplier (chips, systems, software)
88.3%
United Rentals, Inc.
General Rentals
Construction & industrial equipment rental (general line)
United States and Canada
Construction and industrial companies, manufacturers, utilities, municipalities, homeowners
Equipment rental provider / fleet operator
70.7%
Side-by-side metrics
Moat coverage
Shared moat types
NVIDIA Corporation strengths
United Rentals, Inc. strengths
Segment mix
NVIDIA Corporation segments
Full profile >Data Center
Quasi-Monopoly
Gaming
Duopoly
Professional Visualization
Oligopoly
Automotive
Competitive
OEM & Other
Competitive
United Rentals, Inc. segments
Full profile >General Rentals
Competitive
Specialty
Competitive
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 listCuration & 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.