VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Otis Worldwide Corporation vs United Rentals, Inc.

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

Otis Worldwide Corporation

OTIS · New York Stock Exchange

Market cap (USD)$62.7B
SectorIndustrials
CountryUS
Data as of2025-12-26
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 Otis Worldwide Corporation's moat claims, evidence, and risks.

View OTIS 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: Otis Worldwide Corporation leads (67 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Otis Worldwide Corporation has 2 segments (62.4% in Service); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Moat breadth: Otis Worldwide Corporation has 7 moat types across 2 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Otis Worldwide Corporation

Service

Market

Elevator and escalator maintenance, repair and modernization services

Geography

Global

Customer

Building owners, facility managers, housing associations, government agencies

Role

Service provider / modernizer

Revenue share

62.4%

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

Otis Worldwide Corporation
United Rentals, Inc.
Ticker / Exchange
OTIS - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$62.7B
$51.5B
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
Service
General Rentals
Market structure
Competitive
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
63 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2025-12-26
2026-01-01

Moat coverage

Shared moat types

Operational ExcellenceBrand TrustService Field NetworkData Workflow Lockin

Otis Worldwide Corporation strengths

Design In QualificationInstalled Base ConsumablesLong Term Contracts

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Otis Worldwide Corporation segments

Full profile >

New Equipment

Competitive

37.6%

Service

Competitive

62.4%

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.