VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Uber Technologies, Inc. vs VeriSign, 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

VeriSign, Inc.

VRSN · Nasdaq Global Select Market

Market cap (USD)$22.2B
Gross margin (TTM)88%
Operating margin (TTM)67.6%
Net margin (TTM)49.9%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-31
Moat score
100/ 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 VeriSign, Inc.'s moat claims, evidence, and risks.

View VRSN analysis

Comparison highlights

  • Moat score gap: VeriSign, Inc. leads (100 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Uber Technologies, Inc. has 3 segments (57% in Mobility); VeriSign, Inc. has 1 segment (100% in Naming Services (.com and .net registry)).
  • Primary market structure: Oligopoly vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Uber Technologies, Inc. has 4 moat types across 2 domains; VeriSign, Inc. has 4 across 4.

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%

VeriSign, Inc.

Naming Services (.com and .net registry)

Market

Registry operator services for .com and .net top-level domains (domain registrations + authoritative DNS resolution)

Geography

Global

Customer

ICANN-accredited domain registrars (wholesale) and, indirectly, registrants

Role

Registry operator / DNS infrastructure provider

Revenue share

100%

Side-by-side metrics

Uber Technologies, Inc.
VeriSign, Inc.
Ticker / Exchange
UBER - New York Stock Exchange
VRSN - Nasdaq Global Select Market
Market cap (USD)
$167.8B
$22.2B
Gross margin (TTM)
39.8%
88%
Operating margin (TTM)
9.2%
67.6%
Net margin (TTM)
33.5%
49.9%
Sector
Industrials
Technology
Industry
Software - Application
Software - Infrastructure
HQ country
US
US
Primary segment
Mobility
Naming Services (.com and .net registry)
Market structure
Oligopoly
Monopoly
Market share
74%-78% (reported)
100% (reported)
HHI estimate
6,352
10,000
Pricing power
Moderate
Strong
Moat score
66 / 100
100 / 100
Moat domains
Network, Demand
Legal, Network, Supply, Financial
Last update
2026-01-05
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand TrustSuite Bundling

VeriSign, Inc. strengths

Concession LicenseDe Facto StandardOperational ExcellenceFloat Prepayment

Segment mix

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

VeriSign, Inc. segments

Full profile >

Naming Services (.com and .net registry)

Monopoly

100%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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

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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.