VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Sunday, January 11, 2026
Stock Comparison
Ulta Beauty, Inc. vs United Rentals, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Ulta Beauty, Inc.
ULTA · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Ulta Beauty, Inc.'s moat claims, evidence, and risks.
View ULTA analysisUnited Rentals, Inc.
URI · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into United Rentals, Inc.'s moat claims, evidence, and risks.
View URI analysisComparison highlights
- Moat score gap: United Rentals, Inc. leads (63 / 100 vs 58 / 100 for Ulta Beauty, Inc.).
- Segment focus: Ulta Beauty, Inc. has 3 segments (94% in Beauty Products Retail); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
- Moat breadth: Ulta Beauty, Inc. has 8 moat types across 5 domains; United Rentals, Inc. has 9 across 3.
Primary market context
Ulta Beauty, Inc.
Beauty Products Retail
U.S. beauty products retail (specialty omnichannel beauty retailer)
United States
Consumers (end-users) shopping in-store and online
Specialty retailer / distributor
94%
United Rentals, Inc.
General Rentals
Construction & industrial equipment rental (general line)
United States and Canada
Construction and industrial companies, manufacturers, utilities, municipalities, homeowners
Equipment rental provider / fleet operator
70.7%
Side-by-side metrics
Moat coverage
Shared moat types
Ulta Beauty, Inc. strengths
United Rentals, Inc. strengths
Segment mix
Ulta Beauty, Inc. segments
Full profile >Beauty Products Retail
Competitive
Beauty Services
Competitive
Platform Monetization (Retail Media, Credit Cards, Partner Royalties, Deferred Revenue)
Competitive
United Rentals, Inc. segments
Full profile >General Rentals
Competitive
Specialty
Competitive
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View expansion-stage stocksCuration & 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.