VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Uber Technologies, Inc. vs Unilever PLC

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

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

Unilever PLC

ULVR · London Stock Exchange

Market cap (USD)$102.7B
Gross margin (TTM)35.4%
Operating margin (TTM)16.1%
Net margin (TTM)9.9%
SectorConsumer
IndustryHousehold & Personal Products
CountryGB
Data as of2025-12-30
Moat score
65/ 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 Unilever PLC's moat claims, evidence, and risks.

View ULVR analysis

Comparison highlights

  • Moat score gap: Uber Technologies, Inc. leads (66 / 100 vs 65 / 100 for Unilever PLC).
  • Segment focus: Uber Technologies, Inc. has 3 segments (57% in Mobility); Unilever PLC has 4 segments (25.9% in Personal Care).
  • Moat breadth: Uber Technologies, Inc. has 4 moat types across 2 domains; Unilever PLC has 3 across 2.

Primary market context

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%

Unilever PLC

Personal Care

Market

Branded personal care and hygiene (deodorants, skin cleansing, oral care)

Geography

Global

Customer

Consumers (retail, e-commerce)

Role

Brand owner / manufacturer

Revenue share

25.9%

Side-by-side metrics

Uber Technologies, Inc.
Unilever PLC
Ticker / Exchange
UBER - New York Stock Exchange
ULVR - London Stock Exchange
Market cap (USD)
$167.8B
$102.7B
Gross margin (TTM)
39.8%
35.4%
Operating margin (TTM)
9.2%
16.1%
Net margin (TTM)
33.5%
9.9%
Sector
Industrials
Consumer
Industry
Software - Application
Household & Personal Products
HQ country
US
GB
Primary segment
Mobility
Personal Care
Market structure
Oligopoly
Oligopoly
Market share
74%-78% (reported)
n/a
HHI estimate
6,352
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
65 / 100
Moat domains
Network, Demand
Demand, Supply
Last update
2026-01-05
2025-12-30

Moat coverage

Shared moat types

Brand Trust

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Unilever PLC strengths

Scale Economies Unit CostDistribution Control

Segment mix

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Unilever PLC segments

Full profile >

Beauty & Wellbeing

Oligopoly

25.1%

Personal Care

Oligopoly

25.9%

Home Care

Oligopoly

23.4%

Foods

Competitive

25.5%

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.