VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Thermo Fisher Scientific Inc. vs United Rentals, Inc.

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

Thermo Fisher Scientific Inc.

TMO · New York Stock Exchange

Market cap (USD)$213.3B
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
64/ 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 Thermo Fisher Scientific Inc.'s moat claims, evidence, and risks.

View TMO 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: Thermo Fisher Scientific Inc. leads (64 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: Thermo Fisher Scientific Inc. has 4 segments (53.6% in Laboratory Products and Biopharma Services); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Moat breadth: Thermo Fisher Scientific Inc. has 8 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

Thermo Fisher Scientific Inc.

Laboratory Products and Biopharma Services

Market

Laboratory supplies distribution/market channel plus outsourced biopharma services (CDMO/CRO)

Geography

Global

Customer

Pharma & biotech; academic/government labs; industrial and clinical laboratories

Role

Distributor/market channel and outsourced services provider

Revenue share

53.6%

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

Thermo Fisher Scientific Inc.
United Rentals, Inc.
Ticker / Exchange
TMO - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$213.3B
$51.5B
Sector
Healthcare
Industrials
HQ country
US
US
Primary segment
Laboratory Products and Biopharma Services
General Rentals
Market structure
Competitive
Competitive
Market share
n/a
9.5%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
63 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-22
2026-01-01

Moat coverage

Shared moat types

Brand TrustService Field NetworkCapacity Moat

Thermo Fisher Scientific Inc. strengths

Installed Base ConsumablesFormat Lock InRegulated Standards PipeDistribution ControlProcurement Inertia

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessData Workflow LockinOperational ExcellenceCompliance AdvantageScope Economies

Segment mix

Thermo Fisher Scientific Inc. segments

Full profile >

Life Sciences Solutions

Oligopoly

19%

Analytical Instruments

Oligopoly

17%

Specialty Diagnostics

Oligopoly

10.4%

Laboratory Products and Biopharma Services

Competitive

53.6%

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.