VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Uber Technologies, Inc. vs WiseTech Global Limited

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

WiseTech Global Limited

WTC · ASX

Market cap (USD)$21.7B
Gross margin (TTM)83.6%
Operating margin (TTM)37.2%
Net margin (TTM)25.6%
SectorTechnology
IndustrySoftware - Application
CountryAU
Data as of2025-12-29
Moat score
86/ 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 WiseTech Global Limited's moat claims, evidence, and risks.

View WTC analysis

Comparison highlights

  • Moat score gap: WiseTech Global Limited leads (86 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Uber Technologies, Inc. has 3 segments (57% in Mobility); WiseTech Global Limited has 3 segments (87.6% in CargoWise).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Uber Technologies, Inc. has 4 moat types across 2 domains; WiseTech Global Limited has 6 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%

WiseTech Global Limited

CargoWise

Market

Enterprise logistics execution software for freight forwarders, customs brokers and 3PLs (CargoWise platform)

Geography

Global

Customer

Logistics service providers (freight forwarders, customs brokers, 3PLs)

Role

SaaS software platform vendor

Revenue share

87.6%

Side-by-side metrics

Uber Technologies, Inc.
WiseTech Global Limited
Ticker / Exchange
UBER - New York Stock Exchange
WTC - ASX
Market cap (USD)
$167.8B
$21.7B
Gross margin (TTM)
39.8%
83.6%
Operating margin (TTM)
9.2%
37.2%
Net margin (TTM)
33.5%
25.6%
Sector
Industrials
Technology
Industry
Software - Application
Software - Application
HQ country
US
AU
Primary segment
Mobility
CargoWise
Market structure
Oligopoly
Oligopoly
Market share
74%-78% (reported)
96% (reported)
HHI estimate
6,352
n/a
Pricing power
Moderate
Strong
Moat score
66 / 100
86 / 100
Moat domains
Network, Demand
Demand, Network
Last update
2026-01-05
2025-12-29

Moat coverage

Shared moat types

Two Sided NetworkData Network EffectsSuite Bundling

Uber Technologies, Inc. strengths

Brand Trust

WiseTech Global Limited strengths

Data Workflow LockinEcosystem ComplementsLegacy installed-base tail

Segment mix

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

WiseTech Global Limited segments

Full profile >

CargoWise

Oligopoly

87.6%

Non-CargoWise acquired platforms (legacy)

Competitive

12.4%

e2open (multi-enterprise supply chain applications & network; acquired)

Oligopoly

n/a

Want the full wide moat stocks list?

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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.