VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
Tesla, Inc. vs United Rentals, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Tesla, Inc.
TSLA · NASDAQ
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 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: Tesla, Inc. leads (75 / 100 vs 63 / 100 for United Rentals, Inc.).
- Segment focus: Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
- Moat breadth: Tesla, Inc. has 9 moat types across 3 domains; United Rentals, Inc. has 9 across 3.
Primary market context
Tesla, Inc.
Automotive (vehicles + software + leasing + regulatory credits)
Battery-electric passenger vehicles (BEV) and connected vehicle software
United States (market share datapoint); global competition
Consumers and small fleets
OEM (design, manufacture, direct-to-consumer sales)
78.9%
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
Tesla, Inc. strengths
United Rentals, Inc. strengths
Segment mix
Tesla, Inc. segments
Full profile >Automotive (vehicles + software + leasing + regulatory credits)
Competitive
Services and Other (Supercharging + after-sales + used vehicles + insurance)
Quasi-Monopoly
Energy Generation and Storage (Megapack + Powerwall + solar)
Oligopoly
United Rentals, Inc. segments
Full profile >General Rentals
Competitive
Specialty
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.