VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Schneider Electric SE vs Uber Technologies, Inc.

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

Schneider Electric SE

SU.PA · Euronext Paris

Market cap (USD)$133.8B
Gross margin (TTM)42.5%
Operating margin (TTM)16.9%
Net margin (TTM)10.8%
SectorIndustrials
IndustryIndustrial - Machinery
CountryFR
Data as of2025-12-31
Moat score
72/ 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 Schneider Electric SE's moat claims, evidence, and risks.

View SU.PA 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: Schneider Electric SE leads (72 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Schneider Electric SE has 2 segments (81.6% in Energy Management); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: Schneider Electric SE has 5 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

81.6%

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

Schneider Electric SE
Uber Technologies, Inc.
Ticker / Exchange
SU.PA - Euronext Paris
UBER - New York Stock Exchange
Market cap (USD)
$133.8B
$167.8B
Gross margin (TTM)
42.5%
39.8%
Operating margin (TTM)
16.9%
9.2%
Net margin (TTM)
10.8%
33.5%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Software - Application
HQ country
FR
US
Primary segment
Energy Management
Mobility
Market structure
Oligopoly
Oligopoly
Market share
n/a
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
72 / 100
66 / 100
Moat domains
Network, Supply, Demand
Network, Demand
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Schneider Electric SE strengths

Ecosystem ComplementsDistribution ControlInstalled Base ConsumablesData Workflow LockinService Field Network

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand TrustSuite Bundling

Segment mix

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

81.6%

Industrial Automation

Oligopoly

18.4%

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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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.