VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

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Stock Comparison

Crown Castle Inc. vs CSL Limited

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

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

CSL Limited

CSL · ASX

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorHealthcare

Industry—

CountryAU

Data as of2026-01-02

Moat score

77/ 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 CSL Limited's moat claims, evidence, and risks.

View CSL analysis

Comparison highlights

Moat score gap: Crown Castle Inc. leads (84 / 100 vs 77 / 100 for CSL Limited).
Segment focus: Crown Castle Inc. has 2 segments (67% in Towers); CSL Limited has 3 segments (71.7% in CSL Behring).
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
Moat breadth: Crown Castle Inc. has 3 moat types across 3 domains; CSL Limited has 7 across 3.

Primary market context

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%

CSL Limited

CSL Behring

Market

Plasma-derived therapies (immunoglobulins, albumin, coagulation factors) plus recombinant and gene therapies for rare and serious diseases

Geography

Global

Customer

Hospitals, specialty pharmacies, physicians; payers and national health systems

Role

Vertically integrated biopharma (plasma collection -> fractionation/manufacturing -> commercial distribution)

Revenue share

71.7%

Side-by-side metrics

Crown Castle Inc.

CSL Limited

Ticker / Exchange

CCI - New York Stock Exchange

CSL - ASX

Market cap (USD)

$38.7B

n/a

Gross margin (TTM)

n/a

Operating margin (TTM)

n/a

Net margin (TTM)

n/a

Sector

Real Estate

Healthcare

Industry

n/a

HQ country

Primary segment

Towers

CSL Behring

Market structure

Oligopoly

Market share

16%-26% (implied)

n/a

HHI estimate

n/a

Pricing power

Strong

Moderate

Moat score

84 / 100

77 / 100

Moat domains

Supply, Legal, Demand

Last update

2026-01-02

Moat coverage

Shared moat types

Physical Network Density

Crown Castle Inc. strengths

Permits Rights Of WayLong Term Contracts

CSL Limited strengths

Supply Chain ControlOperational ExcellenceGovernment Contracting RelationshipsRegulated Standards PipeCapacity MoatProcurement Inertia

Segment mix

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

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.