VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Uber Technologies, Inc. vs United Parcel Service, Inc.

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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
Gross margin (TTM)18.1%
Operating margin (TTM)9.3%
Net margin (TTM)6.2%
SectorIndustrials
IndustryIntegrated Freight & Logistics
CountryUS
Data as of2025-12-22
Moat score
72/ 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 Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

Comparison highlights

  • Moat score gap: United Parcel Service, Inc. leads (72 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Uber Technologies, Inc. has 3 segments (57% in Mobility); United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package).
  • Moat breadth: Uber Technologies, Inc. has 4 moat types across 2 domains; United Parcel Service, Inc. has 8 across 3.

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%

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

Side-by-side metrics

Uber Technologies, Inc.
United Parcel Service, Inc.
Ticker / Exchange
UBER - New York Stock Exchange
UPS - New York Stock Exchange
Market cap (USD)
$167.8B
$86.5B
Gross margin (TTM)
39.8%
18.1%
Operating margin (TTM)
9.2%
9.3%
Net margin (TTM)
33.5%
6.2%
Sector
Industrials
Industrials
Industry
Software - Application
Integrated Freight & Logistics
HQ country
US
US
Primary segment
Mobility
U.S. Domestic Package
Market structure
Oligopoly
Oligopoly
Market share
74%-78% (reported)
34.3% (reported)
HHI estimate
6,352
2,639
Pricing power
Moderate
Moderate
Moat score
66 / 100
72 / 100
Moat domains
Network, Demand
Supply, Financial, Demand
Last update
2026-01-05
2025-12-22

Moat coverage

Shared moat types

Brand Trust

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

United Parcel Service, Inc. strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerData Workflow LockinService Field NetworkOperational ExcellenceScope Economies

Segment mix

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

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.