VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

American Tower Corporation vs Dino Polska S.A.

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

American Tower Corporation

AMT · New York Stock Exchange

Market cap (USD)$82.5B
Gross margin (TTM)74.6%
Operating margin (TTM)45.9%
Net margin (TTM)28.1%
SectorReal Estate
IndustryREIT - Specialty
CountryUS
Data as of2025-12-31
Moat score
76/ 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 American Tower Corporation's moat claims, evidence, and risks.

View AMT analysis

Dino Polska S.A.

DNP · Warsaw Stock Exchange

Market cap (USD)$3.7B
Gross margin (TTM)26.1%
Operating margin (TTM)272.7%
Net margin (TTM)261.5%
SectorConsumer
IndustryAsset Management - Income
CountryPL
Data as of2026-01-05
Moat score
66/ 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 Dino Polska S.A.'s moat claims, evidence, and risks.

View DNP analysis

Comparison highlights

  • Moat score gap: American Tower Corporation leads (76 / 100 vs 66 / 100 for Dino Polska S.A.).
  • Segment focus: American Tower Corporation has 3 segments; Dino Polska S.A. has 1 segment (100% in Proximity grocery retail (Dino stores)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: American Tower Corporation has 6 moat types across 4 domains; Dino Polska S.A. has 5 across 2.

Primary market context

American Tower Corporation

U.S. & Canada Communications Sites

Market

Wireless communications site leasing (macro towers, rooftops and DAS)

Geography

United States and Canada

Customer

Wireless carriers and other tenants (broadcast, data, government/municipal)

Role

Independent owner/operator of communications real estate (towerco)

Dino Polska S.A.

Proximity grocery retail (Dino stores)

Market

Retail grocery (mid-sized proximity supermarkets)

Geography

Poland

Customer

Households / consumers

Role

Brick-and-mortar grocery retailer

Revenue share

100%

Side-by-side metrics

American Tower Corporation
Dino Polska S.A.
Ticker / Exchange
AMT - New York Stock Exchange
DNP - Warsaw Stock Exchange
Market cap (USD)
$82.5B
$3.7B
Gross margin (TTM)
74.6%
26.1%
Operating margin (TTM)
45.9%
272.7%
Net margin (TTM)
28.1%
261.5%
Sector
Real Estate
Consumer
Industry
REIT - Specialty
Asset Management - Income
HQ country
US
PL
Primary segment
U.S. & Canada Communications Sites
Proximity grocery retail (Dino stores)
Market structure
Oligopoly
Oligopoly
Market share
n/a
7%-9% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
76 / 100
66 / 100
Moat domains
Demand, Legal, Supply, Network
Supply, Demand
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

Physical Network Density

American Tower Corporation strengths

Long Term ContractsPermits Rights Of WaySwitching Costs GeneralInteroperability HubCapacity Moat

Dino Polska S.A. strengths

Habit DefaultSupply Chain ControlOperational ExcellenceScale Economies Unit Cost

Segment mix

American Tower Corporation segments

Full profile >

U.S. & Canada Communications Sites

Oligopoly

n/a

International Communications Sites

Oligopoly

n/a

Data Centers

Competitive

n/a

Dino Polska S.A. segments

Full profile >

Proximity grocery retail (Dino stores)

Oligopoly

100%

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Proven models entering the expansion stage with unit economics that work.

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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.