VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Friday, January 2, 2026
Stock Comparison
Airbus SE vs SBA Communications Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Airbus SE
AIR · Euronext Paris
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
SBA Communications Corporation
SBAC · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into SBA Communications Corporation's moat claims, evidence, and risks.
View SBAC analysisComparison highlights
- Moat score gap: Airbus SE leads (91 / 100 vs 71 / 100 for SBA Communications Corporation).
- Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
- Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Airbus SE has 5 moat types across 3 domains; SBA Communications Corporation has 4 across 2.
Primary market context
Airbus SE
Commercial Aircraft
Large commercial jet aircraft manufacturing (narrowbody and widebody)
Global
Airlines and aircraft lessors
OEM / integrator
71.7%
SBA Communications Corporation
Domestic Site Leasing
U.S. wireless macro tower leasing (multi-tenant co-location on communications towers)
United States and territories
Wireless service providers and other wireless network operators/tenants
Independent tower owner/operator (REIT)
69.5%
Side-by-side metrics
Moat coverage
Shared moat types
Airbus SE strengths
SBA Communications Corporation strengths
Segment mix
Airbus SE segments
Full profile >Commercial Aircraft
Duopoly
Helicopters
Oligopoly
Defence and Space
Oligopoly
SBA Communications Corporation segments
Full profile >Domestic Site Leasing
Oligopoly
International Site Leasing
Oligopoly
Site Development
Competitive
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View the moat stocks listCuration & 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.