VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

American Tower Corporation vs Spotify Technology 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

Spotify Technology S.A.

SPOT · New York Stock Exchange

Market cap (USD)$121.5B
Gross margin (TTM)31.8%
Operating margin (TTM)11.7%
Net margin (TTM)8.3%
SectorCommunication Services
IndustryInternet Content & Information
CountryLU
Data as of2026-01-06
Moat score
65/ 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 Spotify Technology S.A.'s moat claims, evidence, and risks.

View SPOT analysis

Comparison highlights

  • Moat score gap: American Tower Corporation leads (76 / 100 vs 65 / 100 for Spotify Technology S.A.).
  • Segment focus: American Tower Corporation has 3 segments; Spotify Technology S.A. has 2 segments (88.2% in Premium (subscription)).
  • Moat breadth: American Tower Corporation has 6 moat types across 4 domains; Spotify Technology S.A. has 6 across 4.

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)

Spotify Technology S.A.

Premium (subscription)

Market

Paid music and audio streaming subscriptions

Geography

Global

Customer

Consumers (end-users) and distribution partners (e.g., telcos)

Role

Streaming platform operator

Revenue share

88.2%

Side-by-side metrics

American Tower Corporation
Spotify Technology S.A.
Ticker / Exchange
AMT - New York Stock Exchange
SPOT - New York Stock Exchange
Market cap (USD)
$82.5B
$121.5B
Gross margin (TTM)
74.6%
31.8%
Operating margin (TTM)
45.9%
11.7%
Net margin (TTM)
28.1%
8.3%
Sector
Real Estate
Communication Services
Industry
REIT - Specialty
Internet Content & Information
HQ country
US
LU
Primary segment
U.S. & Canada Communications Sites
Premium (subscription)
Market structure
Oligopoly
Oligopoly
Market share
n/a
31%-33% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
65 / 100
Moat domains
Demand, Legal, Supply, Network
Network, Demand, Legal, Supply
Last update
2025-12-31
2026-01-06

Moat coverage

Shared moat types

Interoperability Hub

American Tower Corporation strengths

Long Term ContractsPermits Rights Of WayPhysical Network DensitySwitching Costs GeneralCapacity Moat

Spotify Technology S.A. strengths

Data Network EffectsTwo Sided NetworkBrand TrustContent Rights CurrencyScale 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

Spotify Technology S.A. segments

Full profile >

Premium (subscription)

Oligopoly

88.2%

Ad-Supported (advertising)

Competitive

11.8%

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.