VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Uber Technologies, Inc. vs Zoetis 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

Zoetis Inc.

ZTS · New York Stock Exchange

Market cap (USD)$57B
Gross margin (TTM)70.6%
Operating margin (TTM)37.6%
Net margin (TTM)28.2%
SectorHealthcare
IndustryDrug Manufacturers - Specialty & Generic
CountryUS
Data as of2025-12-26
Moat score
73/ 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 Zoetis Inc.'s moat claims, evidence, and risks.

View ZTS analysis

Comparison highlights

  • Moat score gap: Zoetis Inc. leads (73 / 100 vs 66 / 100 for Uber Technologies, Inc.).
  • Segment focus: Uber Technologies, Inc. has 3 segments (57% in Mobility); Zoetis Inc. has 3 segments (67.8% in Companion Animal Products).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Uber Technologies, Inc. has 4 moat types across 2 domains; Zoetis Inc. has 9 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%

Zoetis Inc.

Companion Animal Products

Market

Companion animal veterinary medicines, vaccines and diagnostics

Geography

Global

Customer

Veterinarians, veterinary clinics, pet owners (via prescription/retail)

Role

Manufacturer and marketer

Revenue share

67.8%

Side-by-side metrics

Uber Technologies, Inc.
Zoetis Inc.
Ticker / Exchange
UBER - New York Stock Exchange
ZTS - New York Stock Exchange
Market cap (USD)
$167.8B
$57B
Gross margin (TTM)
39.8%
70.6%
Operating margin (TTM)
9.2%
37.6%
Net margin (TTM)
33.5%
28.2%
Sector
Industrials
Healthcare
Industry
Software - Application
Drug Manufacturers - Specialty & Generic
HQ country
US
US
Primary segment
Mobility
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
74%-78% (reported)
n/a
HHI estimate
6,352
n/a
Pricing power
Moderate
Strong
Moat score
66 / 100
73 / 100
Moat domains
Network, Demand
Demand, Supply, Legal
Last update
2026-01-05
2025-12-26

Moat coverage

Shared moat types

Brand Trust

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite Bundling

Zoetis Inc. strengths

Service Field NetworkRegulated Standards PipeIP Choke PointInstalled Base ConsumablesCapacity MoatDistribution ControlCompliance AdvantageOperational Excellence

Segment mix

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Zoetis Inc. segments

Full profile >

Companion Animal Products

Oligopoly

67.8%

Livestock Products

Oligopoly

31.3%

Client Supply Services & Human Health

Competitive

0.9%

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.