VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 7, 2026

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Stock Comparison

Tesla, Inc. vs Uber Technologies, Inc.

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

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA 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: Tesla, Inc. leads (75 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Tesla, Inc. has 9 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

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

Tesla, Inc.
Uber Technologies, Inc.
Ticker / Exchange
TSLA - NASDAQ
UBER - New York Stock Exchange
Market cap (USD)
$1.5T
$167.8B
Gross margin (TTM)
17%
39.8%
Operating margin (TTM)
4.7%
9.2%
Net margin (TTM)
5.5%
33.5%
Sector
Consumer
Industrials
Industry
Auto - Manufacturers
Software - Application
HQ country
US
US
Primary segment
Automotive (vehicles + software + leasing + regulatory credits)
Mobility
Market structure
Competitive
Oligopoly
Market share
56.7% (reported)
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
75 / 100
66 / 100
Moat domains
Network, Supply, Demand
Network, Demand
Last update
2026-01-05
2026-01-05

Moat coverage

Shared moat types

Data Network EffectsBrand Trust

Tesla, Inc. strengths

Capex Knowhow ScalePhysical Network DensityService Field NetworkSwitching Costs GeneralScope EconomiesData Workflow LockinScale Economies Unit Cost

Uber Technologies, Inc. strengths

Two Sided NetworkSuite Bundling

Segment mix

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

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.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.