VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

United Parcel Service, Inc. vs United Rentals, Inc.

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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
Moat score
72/ 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 United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$51.5B
SectorIndustrials
CountryUS
Data as of2026-01-01
Moat score
63/ 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 United Rentals, Inc.'s moat claims, evidence, and risks.

View URI analysis

Comparison highlights

  • Moat score gap: United Parcel Service, Inc. leads (72 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: United Parcel Service, Inc. has 8 moat types across 3 domains; United Rentals, Inc. has 9 across 3.

Primary market context

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

United Rentals, Inc.

General Rentals

Market

Construction & industrial equipment rental (general line)

Geography

United States and Canada

Customer

Construction and industrial companies, manufacturers, utilities, municipalities, homeowners

Role

Equipment rental provider / fleet operator

Revenue share

70.7%

Side-by-side metrics

United Parcel Service, Inc.
United Rentals, Inc.
Ticker / Exchange
UPS - New York Stock Exchange
URI - New York Stock Exchange
Market cap (USD)
$86.5B
$51.5B
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
U.S. Domestic Package
General Rentals
Market structure
Oligopoly
Competitive
Market share
34.3% (reported)
9.5%-11% (implied)
HHI estimate
2,639
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
63 / 100
Moat domains
Supply, Financial, Demand
Supply, Demand, Legal
Last update
2025-12-22
2026-01-01

Moat coverage

Shared moat types

Physical Network DensityData Workflow LockinBrand TrustService Field NetworkOperational ExcellenceScope Economies

United Parcel Service, Inc. strengths

Scale Economies Unit CostBenchmark Pricing Power

United Rentals, Inc. strengths

Preferential Input AccessCompliance AdvantageCapacity Moat

Segment mix

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

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.