VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Oracle Corporation vs Uber Technologies, Inc.

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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$544.2B
Gross margin (TTM)70.7%
Operating margin (TTM)30.3%
Net margin (TTM)25.3%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL 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: Uber Technologies, Inc. leads (66 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Oracle Corporation has 7 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

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

Oracle Corporation
Uber Technologies, Inc.
Ticker / Exchange
ORCL - New York Stock Exchange
UBER - New York Stock Exchange
Market cap (USD)
$544.2B
$167.8B
Gross margin (TTM)
70.7%
39.8%
Operating margin (TTM)
30.3%
9.2%
Net margin (TTM)
25.3%
33.5%
Sector
Technology
Industrials
Industry
Software - Infrastructure
Software - Application
HQ country
US
US
Primary segment
Infrastructure cloud services and license support
Mobility
Market structure
Oligopoly
Oligopoly
Market share
3% (estimated)
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Weak
Moderate
Moat score
56 / 100
66 / 100
Moat domains
Demand, Supply, Network
Network, Demand
Last update
2025-12-26
2026-01-05

Moat coverage

Shared moat types

Suite Bundling

Oracle Corporation strengths

Long Term ContractsCapex Knowhow ScaleInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand Trust

Segment mix

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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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Looking for expansion-stage stocks?

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.