VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Safran vs United Rentals, Inc.

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

Safran

SAF · Euronext Paris

Market cap (USD)
SectorIndustrials
CountryFR
Data as of2025-12-28
Moat score
74/ 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 Safran's moat claims, evidence, and risks.

View SAF 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: Safran leads (74 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Safran has 3 segments (50% in Propulsion); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Safran has 8 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Safran

Propulsion

Market

Aircraft propulsion (commercial, military and helicopter engines) and engine aftermarket (spares, MRO, RPFH)

Geography

Global

Customer

Aircraft OEMs, airlines/lessors, MRO operators, and militaries

Role

Engine OEM + aftermarket service provider (incl. CFM JV participation)

Revenue share

50%

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

Safran
United Rentals, Inc.
Ticker / Exchange
SAF - Euronext Paris
URI - New York Stock Exchange
Market cap (USD)
n/a
$51.5B
Sector
Industrials
Industrials
HQ country
FR
US
Primary segment
Propulsion
General Rentals
Market structure
Oligopoly
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
74 / 100
63 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Service Field NetworkOperational Excellence

Safran strengths

Installed Base ConsumablesLong Term ContractsCapex Knowhow ScaleRegulated Standards PipeDesign In QualificationGovernment Contracting Relationships

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessData Workflow LockinBrand TrustCompliance AdvantageScope EconomiesCapacity Moat

Segment mix

Safran segments

Full profile >

Propulsion

Oligopoly

50%

Equipment & Defense

Oligopoly

38.9%

Aircraft Interiors

Competitive

11.1%

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

Want the full wide moat stocks list?

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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.