VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

United Rentals, Inc. vs VeriSign, Inc.

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

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

VeriSign, Inc.

VRSN · Nasdaq Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-31
Moat score
100/ 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 VeriSign, Inc.'s moat claims, evidence, and risks.

View VRSN analysis

Comparison highlights

  • Moat score gap: VeriSign, Inc. leads (100 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: United Rentals, Inc. has 2 segments (70.7% in General Rentals); VeriSign, Inc. has 1 segment (100% in Naming Services (.com and .net registry)).
  • Primary market structure: Competitive vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: United Rentals, Inc. has 9 moat types across 3 domains; VeriSign, Inc. has 4 across 4.

Primary market context

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%

VeriSign, Inc.

Naming Services (.com and .net registry)

Market

Registry operator services for .com and .net top-level domains (domain registrations + authoritative DNS resolution)

Geography

Global

Customer

ICANN-accredited domain registrars (wholesale) and, indirectly, registrants

Role

Registry operator / DNS infrastructure provider

Revenue share

100%

Side-by-side metrics

United Rentals, Inc.
VeriSign, Inc.
Ticker / Exchange
URI - New York Stock Exchange
VRSN - Nasdaq Global Select Market
Market cap (USD)
$51.5B
n/a
Sector
Industrials
Technology
HQ country
US
US
Primary segment
General Rentals
Naming Services (.com and .net registry)
Market structure
Competitive
Monopoly
Market share
9.5%-11% (implied)
100% (reported)
HHI estimate
n/a
10,000
Pricing power
Moderate
Strong
Moat score
63 / 100
100 / 100
Moat domains
Supply, Demand, Legal
Legal, Network, Supply, Financial
Last update
2026-01-01
2025-12-31

Moat coverage

Shared moat types

Operational Excellence

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessData Workflow LockinBrand TrustService Field NetworkCompliance AdvantageScope EconomiesCapacity Moat

VeriSign, Inc. strengths

Concession LicenseDe Facto StandardFloat Prepayment

Segment mix

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

VeriSign, Inc. segments

Full profile >

Naming Services (.com and .net registry)

Monopoly

100%

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.