VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

ASSA ABLOY AB vs SBA Communications Corporation

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

ASSA ABLOY AB

ASSA-B · Nasdaq Stockholm

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountrySE
Data as of2026-01-02
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 ASSA ABLOY AB's moat claims, evidence, and risks.

View ASSA-B analysis

SBA Communications Corporation

SBAC · NASDAQ

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
IndustryREIT - Specialty
CountryUS
Data as of2026-01-02
Moat score
71/ 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 SBA Communications Corporation's moat claims, evidence, and risks.

View SBAC analysis

Comparison highlights

  • Moat score gap: ASSA ABLOY AB leads (76 / 100 vs 71 / 100 for SBA Communications Corporation).
  • Segment focus: ASSA ABLOY AB has 5 segments (32.9% in Entrance Systems); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
  • Moat breadth: ASSA ABLOY AB has 4 moat types across 2 domains; SBA Communications Corporation has 4 across 2.

Primary market context

ASSA ABLOY AB

Entrance Systems

Market

Entrance automation and industrial door solutions (pedestrian automatic doors, industrial doors, loading dock equipment, service/maintenance)

Geography

Global

Customer

Commercial/industrial facilities via distributors, installers and service channels

Role

OEM + service/maintenance provider

Revenue share

32.9%

SBA Communications Corporation

Domestic Site Leasing

Market

U.S. wireless macro tower leasing (multi-tenant co-location on communications towers)

Geography

United States and territories

Customer

Wireless service providers and other wireless network operators/tenants

Role

Independent tower owner/operator (REIT)

Revenue share

69.5%

Side-by-side metrics

ASSA ABLOY AB
SBA Communications Corporation
Ticker / Exchange
ASSA-B - Nasdaq Stockholm
SBAC - NASDAQ
Market cap (USD)
n/a
n/a
Gross margin (TTM)
n/a
n/a
Operating margin (TTM)
n/a
n/a
Net margin (TTM)
n/a
n/a
Sector
Industrials
Real Estate
Industry
n/a
REIT - Specialty
HQ country
SE
US
Primary segment
Entrance Systems
Domestic Site Leasing
Market structure
Oligopoly
Oligopoly
Market share
n/a
16%-19% (implied)
HHI estimate
n/a
3,710
Pricing power
Moderate
Moderate
Moat score
76 / 100
71 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2026-01-02
2026-01-02

Moat coverage

Shared moat types

No overlap yet.

ASSA ABLOY AB strengths

Installed Base ConsumablesService Field NetworkBrand TrustSwitching Costs General

SBA Communications Corporation strengths

Physical Network DensityLong Term ContractsScale Economies Unit CostOperational Excellence

Segment mix

ASSA ABLOY AB segments

Full profile >

Opening Solutions EMEIA

Oligopoly

16.3%

Opening Solutions Americas

Oligopoly

29.4%

Opening Solutions Asia Pacific

Competitive

5.5%

Global Technologies

Oligopoly

16%

Entrance Systems

Oligopoly

32.9%

SBA Communications Corporation segments

Full profile >

Domestic Site Leasing

Oligopoly

69.5%

International Site Leasing

Oligopoly

24.8%

Site Development

Competitive

5.7%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.