VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 1, 2026
Stock Comparison
TransDigm Group Incorporated vs United Rentals, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
TransDigm Group Incorporated
TDG · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into TransDigm Group Incorporated's moat claims, evidence, and risks.
View TDG analysisUnited Rentals, Inc.
URI · New York Stock Exchange
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 analysisComparison highlights
- Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 63 / 100 for United Rentals, Inc.).
- Segment focus: TransDigm Group Incorporated has 3 segments (51.6% in Power & Control); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
- Primary market structure: Competitive vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: TransDigm Group Incorporated has 5 moat types across 3 domains; United Rentals, Inc. has 9 across 3.
Primary market context
TransDigm Group Incorporated
Power & Control
Highly engineered aerospace power & control components (OEM and aftermarket)
Global
Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors
Tier 2/3 component OEM, aftermarket spares, repair/overhaul
51.6%
United Rentals, Inc.
General Rentals
Construction & industrial equipment rental (general line)
United States and Canada
Construction and industrial companies, manufacturers, utilities, municipalities, homeowners
Equipment rental provider / fleet operator
70.7%
Side-by-side metrics
Moat coverage
Shared moat types
TransDigm Group Incorporated strengths
United Rentals, Inc. strengths
Segment mix
TransDigm Group Incorporated segments
Full profile >Power & Control
Competitive
Airframe
Competitive
Non-aviation
Competitive
United Rentals, Inc. segments
Full profile >General Rentals
Competitive
Specialty
Competitive
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View the moat stocks listCuration & 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.