VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Crown Castle Inc. vs Etsy, Inc.

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

Etsy, Inc.

ETSY · New York Stock Exchange

Market cap (USD)$5.7B
Gross margin (TTM)72%
Operating margin (TTM)10.2%
Net margin (TTM)6.4%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2025-12-28
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 Etsy, Inc.'s moat claims, evidence, and risks.

View ETSY analysis

Comparison highlights

  • Moat score gap: Crown Castle Inc. leads (84 / 100 vs 66 / 100 for Etsy, Inc.).
  • Segment focus: Crown Castle Inc. has 2 segments (67% in Towers); Etsy, Inc. has 2 segments (72% in Marketplace Platform (transaction fees + payments processing + listing fees)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Crown Castle Inc. has 3 moat types across 3 domains; Etsy, Inc. has 6 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%

Etsy, Inc.

Marketplace Platform (transaction fees + payments processing + listing fees)

Market

Specialty e-commerce marketplaces (handmade/unique goods and resale fashion)

Geography

Global

Customer

Consumers and independent sellers

Role

Two-sided marketplace operator and payments facilitator

Revenue share

72%

Side-by-side metrics

Crown Castle Inc.
Etsy, Inc.
Ticker / Exchange
CCI - New York Stock Exchange
ETSY - New York Stock Exchange
Market cap (USD)
$38.7B
$5.7B
Gross margin (TTM)
n/a
72%
Operating margin (TTM)
n/a
10.2%
Net margin (TTM)
n/a
6.4%
Sector
Real Estate
Consumer
Industry
n/a
Specialty Retail
HQ country
US
US
Primary segment
Towers
Marketplace Platform (transaction fees + payments processing + listing fees)
Market structure
Oligopoly
Competitive
Market share
16%-26% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
66 / 100
Moat domains
Supply, Legal, Demand
Network, Demand, Supply
Last update
2026-01-02
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

Crown Castle Inc. strengths

Physical Network DensityPermits Rights Of WayLong Term Contracts

Etsy, Inc. strengths

Two Sided NetworkBrand TrustOperational ExcellenceSuite BundlingData Workflow LockinScale Economies Unit Cost

Segment mix

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

Etsy, Inc. segments

Full profile >

Marketplace Platform (transaction fees + payments processing + listing fees)

Competitive

72%

Seller Services (on-site advertising + shipping labels + other)

Quasi-Monopoly

28%

Want the full wide moat stocks list?

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

View the moat stocks list

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.