VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

UnitedHealth Group Incorporated vs U.S. Bancorp

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

UnitedHealth Group Incorporated

UNH · New York Stock Exchange

Market cap (USD)$123.8B
SectorHealthcare
CountryUS
Data as of2025-12-31
Moat score
64/ 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 UnitedHealth Group Incorporated's moat claims, evidence, and risks.

View UNH analysis

U.S. Bancorp

USB · New York Stock Exchange

Market cap (USD)$85.5B
SectorFinancials
CountryUS
Data as of2025-12-23
Moat score
62/ 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 U.S. Bancorp's moat claims, evidence, and risks.

View USB analysis

Comparison highlights

  • Moat score gap: UnitedHealth Group Incorporated leads (64 / 100 vs 62 / 100 for U.S. Bancorp).
  • Segment focus: UnitedHealth Group Incorporated has 4 segments (74.9% in UnitedHealthcare); U.S. Bancorp has 3 segments (42.8% in Wealth, Corporate, Commercial and Institutional Banking).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: UnitedHealth Group Incorporated has 5 moat types across 2 domains; U.S. Bancorp has 8 across 4.

Primary market context

UnitedHealth Group Incorporated

UnitedHealthcare

Market

U.S. health benefits / managed care (commercial, Medicare Advantage, Medicaid managed care)

Geography

United States (primarily)

Customer

Employers, individuals, and government-sponsored programs

Role

Health insurer / managed care organization

Revenue share

74.9%

U.S. Bancorp

Wealth, Corporate, Commercial and Institutional Banking

Market

U.S. corporate, commercial, institutional and wealth banking & advisory services

Geography

United States

Customer

Commercial, institutional, government and wealth clients

Role

Bank / financial intermediary

Revenue share

42.8%

Side-by-side metrics

UnitedHealth Group Incorporated
U.S. Bancorp
Ticker / Exchange
UNH - New York Stock Exchange
USB - New York Stock Exchange
Market cap (USD)
$123.8B
$85.5B
Sector
Healthcare
Financials
HQ country
US
US
Primary segment
UnitedHealthcare
Wealth, Corporate, Commercial and Institutional Banking
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
64 / 100
62 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal, Financial
Last update
2025-12-31
2025-12-23

Moat coverage

Shared moat types

Scale Economies Unit CostSuite BundlingData Workflow Lockin

UnitedHealth Group Incorporated strengths

Operational ExcellenceTraining Org Change Costs

U.S. Bancorp strengths

Scope EconomiesCompliance AdvantagePhysical Network DensityHabit DefaultCost Of Capital Advantage

Segment mix

UnitedHealth Group Incorporated segments

Full profile >

UnitedHealthcare

Oligopoly

74.9%

Optum Health

Competitive

9.9%

Optum Insight

Competitive

1.7%

Optum Rx

Oligopoly

13.5%

U.S. Bancorp segments

Full profile >

Wealth, Corporate, Commercial and Institutional Banking

Competitive

42.8%

Consumer and Business Banking

Oligopoly

32.5%

Payment Services

Oligopoly

24.7%

Want the full wide moat stocks list?

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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.