VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

UiPath, Inc. vs The Trade Desk, Inc.

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

UiPath, Inc.

PATH · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
70/ 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 UiPath, Inc.'s moat claims, evidence, and risks.

View PATH analysis

The Trade Desk, Inc.

TTD · NASDAQ

Market cap (USD)$18.5B
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
62/ 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 The Trade Desk, Inc.'s moat claims, evidence, and risks.

View TTD analysis

Comparison highlights

  • Moat score gap: UiPath, Inc. leads (70 / 100 vs 62 / 100 for The Trade Desk, Inc.).
  • Segment focus: UiPath, Inc. has 2 segments (97.2% in Automation Platform); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: UiPath, Inc. has 3 moat types across 2 domains; The Trade Desk, Inc. has 4 across 2.

Primary market context

UiPath, Inc.

Automation Platform

Market

Enterprise automation software (RPA + agentic automation platform)

Geography

Global

Customer

Enterprises and public sector

Role

Software platform vendor

Revenue share

97.2%

The Trade Desk, Inc.

Advertising Technology Platform (DSP)

Market

Demand-side platforms (DSP) for programmatic advertising (open internet)

Geography

Global

Customer

Advertising agencies and advertisers

Role

Buy-side platform / demand aggregation

Revenue share

100%

Side-by-side metrics

UiPath, Inc.
The Trade Desk, Inc.
Ticker / Exchange
PATH - New York Stock Exchange
TTD - NASDAQ
Market cap (USD)
n/a
$18.5B
Sector
Technology
Communication Services
HQ country
US
US
Primary segment
Automation Platform
Advertising Technology Platform (DSP)
Market structure
Oligopoly
Competitive
Market share
n/a
6%-10% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
62 / 100
Moat domains
Demand, Network
Network, Demand
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

UiPath, Inc. strengths

Training Org Change CostsSuite BundlingEcosystem Complements

The Trade Desk, Inc. strengths

Interoperability HubSwitching Costs GeneralData Network EffectsStandards Registry

Segment mix

UiPath, Inc. segments

Full profile >

Automation Platform

Oligopoly

97.2%

Professional Services and Enablement

Competitive

2.8%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

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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.