VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Airbus SE vs Crown Castle Inc.

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

Airbus SE

AIR · Euronext Paris

Market cap (USD)$160.3B
Gross margin (TTM)15.5%
Operating margin (TTM)7.8%
Net margin (TTM)7%
SectorIndustrials
IndustryAerospace & Defense
CountryNL
Data as of2026-01-01
Moat score
91/ 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 Airbus SE's moat claims, evidence, and risks.

View AIR analysis

Crown Castle Inc.

CCI · New York Stock Exchange

Market cap (USD)$38.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryUS
Data as of2026-01-02
Moat score
84/ 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 Crown Castle Inc.'s moat claims, evidence, and risks.

View CCI analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 84 / 100 for Crown Castle Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Crown Castle Inc. has 2 segments (67% in Towers).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; Crown Castle Inc. has 3 across 3.

Primary market context

Airbus SE

Commercial Aircraft

Market

Large commercial jet aircraft manufacturing (narrowbody and widebody)

Geography

Global

Customer

Airlines and aircraft lessors

Role

OEM / integrator

Revenue share

71.7%

Crown Castle Inc.

Towers

Market

U.S. macrocell tower leasing (wireless site rental)

Geography

United States

Customer

Mobile network operators

Role

Infrastructure owner/lessor

Revenue share

67%

Side-by-side metrics

Airbus SE
Crown Castle Inc.
Ticker / Exchange
AIR - Euronext Paris
CCI - New York Stock Exchange
Market cap (USD)
$160.3B
$38.7B
Gross margin (TTM)
15.5%
n/a
Operating margin (TTM)
7.8%
n/a
Net margin (TTM)
7%
n/a
Sector
Industrials
Real Estate
Industry
Aerospace & Defense
n/a
HQ country
NL
US
Primary segment
Commercial Aircraft
Towers
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
16%-26% (implied)
HHI estimate
5,704
n/a
Pricing power
Moderate
Strong
Moat score
91 / 100
84 / 100
Moat domains
Supply, Demand, Legal
Supply, Legal, Demand
Last update
2026-01-01
2026-01-02

Moat coverage

Shared moat types

Long Term Contracts

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsService Field NetworkGovernment Contracting Relationships

Crown Castle Inc. strengths

Physical Network DensityPermits Rights Of Way

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

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.