VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Texas Instruments Incorporated vs Uber Technologies, Inc.

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

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$161B
Gross margin (TTM)57.5%
Operating margin (TTM)34.3%
Net margin (TTM)29.2%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-30
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 Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN 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: both at 66 / 100.
  • Segment focus: Texas Instruments Incorporated has 3 segments (77.8% in Analog); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Texas Instruments Incorporated has 7 moat types across 3 domains; Uber Technologies, Inc. has 4 across 2.

Primary market context

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

77.8%

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

Texas Instruments Incorporated
Uber Technologies, Inc.
Ticker / Exchange
TXN - Nasdaq Global Select Market
UBER - New York Stock Exchange
Market cap (USD)
$161B
$167.8B
Gross margin (TTM)
57.5%
39.8%
Operating margin (TTM)
34.3%
9.2%
Net margin (TTM)
29.2%
33.5%
Sector
Technology
Industrials
Industry
Semiconductors
Software - Application
HQ country
US
US
Primary segment
Analog
Mobility
Market structure
Competitive
Oligopoly
Market share
12%-16% (implied)
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
66 / 100
66 / 100
Moat domains
Supply, Demand, Legal
Network, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Texas Instruments Incorporated strengths

Scale Economies Unit CostSupply Chain ControlDistribution ControlScope EconomiesTraining Org Change CostsIP Choke PointHabit Default

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand TrustSuite Bundling

Segment mix

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

77.8%

Embedded Processing

Competitive

16.2%

Other

Competitive

6.1%

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.