VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Uber Technologies, Inc. vs Yum China Holdings, 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

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)$16.9B
Gross margin (TTM)17.2%
Operating margin (TTM)11.2%
Net margin (TTM)7.8%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-28
Moat score
75/ 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 Yum China Holdings, Inc.'s moat claims, evidence, and risks.

View YUMC analysis

Comparison highlights

  • Moat score gap: Yum China Holdings, Inc. leads (75 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Uber Technologies, Inc. has 3 segments (57% in Mobility); Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
  • Moat breadth: Uber Technologies, Inc. has 4 moat types across 2 domains; Yum China Holdings, Inc. has 7 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%

Yum China Holdings, Inc.

KFC

Market

Quick-service restaurants (QSR), chicken-focused, in China

Geography

China

Customer

Consumers (end-users) via dine-in, takeaway and delivery

Role

Brand owner/operator (company-owned + franchised restaurants)

Revenue share

75.3%

Side-by-side metrics

Uber Technologies, Inc.
Yum China Holdings, Inc.
Ticker / Exchange
UBER - New York Stock Exchange
YUMC - New York Stock Exchange
Market cap (USD)
$167.8B
$16.9B
Gross margin (TTM)
39.8%
17.2%
Operating margin (TTM)
9.2%
11.2%
Net margin (TTM)
33.5%
7.8%
Sector
Industrials
Consumer
Industry
Software - Application
Restaurants
HQ country
US
US
Primary segment
Mobility
KFC
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
75 / 100
Moat domains
Network, Demand
Legal, Demand, Supply
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

Brand Trust

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Yum China Holdings, Inc. strengths

Contractual ExclusivityPhysical Network DensitySupply Chain ControlHabit DefaultOperational ExcellenceScope Economies

Segment mix

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.