VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Crown Castle Inc. vs Graco 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)$38.5B
Gross margin (TTM)73.4%
Operating margin (TTM)-61%
Net margin (TTM)-95.4%
SectorReal Estate
IndustryREIT - Specialty
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

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
Moat score
67/ 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 Graco Inc.'s moat claims, evidence, and risks.

View GGG analysis

Comparison highlights

  • Moat score gap: Crown Castle Inc. leads (84 / 100 vs 67 / 100 for Graco Inc.).
  • Segment focus: Crown Castle Inc. has 2 segments (67% in Towers); Graco Inc. has 3 segments (49.4% in Contractor).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Crown Castle Inc. has 3 moat types across 3 domains; Graco Inc. has 7 across 2.

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%

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

Side-by-side metrics

Crown Castle Inc.
Graco Inc.
Ticker / Exchange
CCI - New York Stock Exchange
GGG - New York Stock Exchange
Market cap (USD)
$38.5B
$13.8B
Gross margin (TTM)
73.4%
52.3%
Operating margin (TTM)
-61%
26.6%
Net margin (TTM)
-95.4%
22.7%
Sector
Real Estate
Industrials
Industry
REIT - Specialty
Industrial - Machinery
HQ country
US
US
Primary segment
Towers
Contractor
Market structure
Oligopoly
Oligopoly
Market share
16%-26% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
67 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply
Last update
2026-01-02
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Crown Castle Inc. strengths

Physical Network DensityPermits Rights Of WayLong Term Contracts

Graco Inc. strengths

Brand TrustDistribution ControlOperational ExcellenceService Field NetworkDesign In QualificationInstalled Base ConsumablesScope Economies

Segment mix

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

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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Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.