VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Uber Technologies, Inc. vs Vertiv Holdings Co

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)$153.7B
Gross margin (TTM)39.8%
Operating margin (TTM)10.7%
Net margin (TTM)19.3%
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

Vertiv Holdings Co

VRT · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryUS
Data as of2026-04-25
Moat score
74/ 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 Vertiv Holdings Co's moat claims, evidence, and risks.

View VRT analysis

Comparison highlights

  • Moat score gap: Vertiv Holdings Co leads (74 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Uber Technologies, Inc. has 3 segments (57% in Mobility); Vertiv Holdings Co has 3 segments (85% in Data center critical digital infrastructure).
  • Moat breadth: Uber Technologies, Inc. has 4 moat types across 2 domains; Vertiv Holdings Co has 6 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%

Vertiv Holdings Co

Data center critical digital infrastructure

Market

Global data center physical infrastructure for power, thermal management, IT systems, modular infrastructure and lifecycle services

Geography

Global, with FY 2025 company revenue 62% Americas, 20% APAC and 18% EMEA

Customer

Hyperscale, cloud, neocloud, colocation and enterprise data center operators

Role

Power, cooling, integrated infrastructure, controls, racks, services and deployment partner

Revenue share

85%

Side-by-side metrics

Uber Technologies, Inc.
Vertiv Holdings Co
Ticker / Exchange
UBER - New York Stock Exchange
VRT - New York Stock Exchange
Market cap (USD)
$153.7B
n/a
Gross margin (TTM)
39.8%
n/a
Operating margin (TTM)
10.7%
n/a
Net margin (TTM)
19.3%
n/a
Sector
Industrials
Industrials
Industry
Software - Application
Electrical Equipment & Parts
HQ country
US
US
Primary segment
Mobility
Data center critical digital infrastructure
Market structure
Oligopoly
Oligopoly
Market share
74%-78% (reported)
16%-18% (estimated)
HHI estimate
6,352
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
74 / 100
Moat domains
Network, Demand
Supply, Demand, Legal
Last update
2026-01-05
2026-04-25

Moat coverage

Shared moat types

No overlap yet.

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsBrand TrustSuite Bundling

Vertiv Holdings Co strengths

Scope EconomiesService Field NetworkDesign In QualificationCapex Knowhow ScaleSwitching Costs GeneralCompliance Advantage

Segment mix

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Vertiv Holdings Co segments

Full profile >

Data center critical digital infrastructure

Oligopoly

85%

Communications network critical infrastructure

Competitive

10%

Commercial and industrial critical infrastructure

Competitive

5%

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.