VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Crown Castle Inc. vs Hims & Hers Health, 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

Hims & Hers Health, Inc.

HIMS · New York Stock Exchange

Market cap (USD)$7.2B
Gross margin (TTM)75%
Operating margin (TTM)5.2%
Net margin (TTM)6.1%
SectorHealthcare
IndustryMedical - Equipment & Services
CountryUS
Data as of2025-12-29
Moat score
51/ 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 Hims & Hers Health, Inc.'s moat claims, evidence, and risks.

View HIMS analysis

Comparison highlights

  • Moat score gap: Crown Castle Inc. leads (84 / 100 vs 51 / 100 for Hims & Hers Health, Inc.).
  • Segment focus: Crown Castle Inc. has 2 segments (67% in Towers); Hims & Hers Health, Inc. has 2 segments (97.4% in Online Platform).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Crown Castle Inc. has 3 moat types across 3 domains; Hims & Hers Health, Inc. has 3 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%

Hims & Hers Health, Inc.

Online Platform

Market

Direct-to-consumer telehealth + subscription pharmacy (cash-pay) for lifestyle and chronic conditions

Geography

Primarily United States

Customer

Consumers (end-users), paid out-of-pocket; supported by affiliated provider networks and pharmacy fulfillment

Role

D2C digital health platform + fulfillment (mail-order pharmacy and partners)

Revenue share

97.4%

Side-by-side metrics

Crown Castle Inc.
Hims & Hers Health, Inc.
Ticker / Exchange
CCI - New York Stock Exchange
HIMS - New York Stock Exchange
Market cap (USD)
$38.7B
$7.2B
Gross margin (TTM)
n/a
75%
Operating margin (TTM)
n/a
5.2%
Net margin (TTM)
n/a
6.1%
Sector
Real Estate
Healthcare
Industry
n/a
Medical - Equipment & Services
HQ country
US
US
Primary segment
Towers
Online Platform
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
51 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply
Last update
2026-01-02
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Crown Castle Inc. strengths

Physical Network DensityPermits Rights Of WayLong Term Contracts

Hims & Hers Health, Inc. strengths

Habit DefaultBrand TrustOperational Excellence

Segment mix

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

Hims & Hers Health, Inc. segments

Full profile >

Online Platform

Competitive

97.4%

Wholesale

Competitive

2.6%

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.