VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Teradyne, Inc. vs Uber Technologies, Inc.

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

Teradyne, Inc.

TER · Nasdaq Stock Market

Market cap (USD)$35.3B
Gross margin (TTM)58.9%
Operating margin (TTM)17.9%
Net margin (TTM)15.5%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-23
Moat score
79/ 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 Teradyne, Inc.'s moat claims, evidence, and risks.

View TER 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: Teradyne, Inc. leads (79 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Teradyne, Inc. has 3 segments (77.9% in Semiconductor Test); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Teradyne, Inc. has 6 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Teradyne, Inc.

Semiconductor Test

Market

Semiconductor automated test equipment (ATE) and system-level test (SLT)

Geography

Global

Customer

IDMs, foundries, fabless, OSATs

Role

Capital equipment supplier

Revenue share

77.9%

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

Teradyne, Inc.
Uber Technologies, Inc.
Ticker / Exchange
TER - Nasdaq Stock Market
UBER - New York Stock Exchange
Market cap (USD)
$35.3B
$167.8B
Gross margin (TTM)
58.9%
39.8%
Operating margin (TTM)
17.9%
9.2%
Net margin (TTM)
15.5%
33.5%
Sector
Technology
Industrials
Industry
Semiconductors
Software - Application
HQ country
US
US
Primary segment
Semiconductor Test
Mobility
Market structure
Duopoly
Oligopoly
Market share
27%-30% (implied)
74%-78% (reported)
HHI estimate
3,565
6,352
Pricing power
Moderate
Moderate
Moat score
79 / 100
66 / 100
Moat domains
Demand, Supply, Network
Network, Demand
Last update
2025-12-23
2026-01-05

Moat coverage

Shared moat types

Brand Trust

Teradyne, Inc. strengths

Format Lock InCapex Knowhow ScaleDesign In QualificationSwitching Costs GeneralEcosystem Complements

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Segment mix

Teradyne, Inc. segments

Full profile >

Semiconductor Test

Duopoly

77.9%

Product Test

Competitive

11.7%

Robotics

Competitive

10.4%

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Want the full wide moat stocks list?

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

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Looking for expansion-stage stocks?

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.