VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
United Rentals, Inc. vs Watsco, 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
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 analysisWatsco, Inc.
WSO · 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 Watsco, Inc.'s moat claims, evidence, and risks.
View WSO analysisComparison highlights
- Moat score gap: Watsco, Inc. leads (72 / 100 vs 63 / 100 for United Rentals, Inc.).
- Segment focus: United Rentals, Inc. has 2 segments (70.7% in General Rentals); Watsco, Inc. has 1 segment (100% in HVAC/R Distribution).
- Moat breadth: United Rentals, Inc. has 9 moat types across 3 domains; Watsco, Inc. has 4 across 3.
Primary market context
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%
Watsco, Inc.
HVAC/R Distribution
HVAC/R equipment, parts and supplies distribution
North America (U.S., Canada, Mexico, Puerto Rico; export to Latin America/Caribbean)
Licensed HVAC and refrigeration contractors (residential & commercial)
Wholesale distributor
100%
Side-by-side metrics
Moat coverage
Shared moat types
United Rentals, Inc. strengths
Watsco, Inc. strengths
Segment mix
United Rentals, Inc. segments
Full profile >General Rentals
Competitive
Specialty
Competitive
Watsco, Inc. segments
Full profile >HVAC/R Distribution
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
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.