VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

United Rentals, Inc. vs Yum China Holdings, 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

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
Moat score
75/ 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 Yum China Holdings, Inc.'s moat claims, evidence, and risks.

View YUMC analysis

Comparison highlights

  • Moat score gap: Yum China Holdings, Inc. leads (75 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: United Rentals, Inc. has 2 segments (70.7% in General Rentals); Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: United Rentals, Inc. has 9 moat types across 3 domains; Yum China Holdings, Inc. has 7 across 3.

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%

Yum China Holdings, Inc.

KFC

Market

Quick-service restaurants (QSR), chicken-focused, in China

Geography

China

Customer

Consumers (end-users) via dine-in, takeaway and delivery

Role

Brand owner/operator (company-owned + franchised restaurants)

Revenue share

75.3%

Side-by-side metrics

United Rentals, Inc.
Yum China Holdings, Inc.
Ticker / Exchange
URI - New York Stock Exchange
YUMC - New York Stock Exchange
Market cap (USD)
$51.5B
n/a
Sector
Industrials
Consumer
HQ country
US
US
Primary segment
General Rentals
KFC
Market structure
Competitive
Oligopoly
Market share
9.5%-11% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
75 / 100
Moat domains
Supply, Demand, Legal
Legal, Demand, Supply
Last update
2026-01-01
2025-12-28

Moat coverage

Shared moat types

Physical Network DensityOperational ExcellenceBrand TrustScope Economies

United Rentals, Inc. strengths

Preferential Input AccessData Workflow LockinService Field NetworkCompliance AdvantageCapacity Moat

Yum China Holdings, Inc. strengths

Contractual ExclusivitySupply Chain ControlHabit Default

Segment mix

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

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.