VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Crown Castle Inc. vs KKR & Co. 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

KKR & Co. Inc.

KKR · New York Stock Exchange

Market cap (USD)$119.9B
Gross margin (TTM)19.5%
Operating margin (TTM)2.6%
Net margin (TTM)14.1%
SectorFinancials
IndustryAsset Management
CountryUS
Data as of2026-01-06
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 KKR & Co. Inc.'s moat claims, evidence, and risks.

View KKR analysis

Comparison highlights

  • Moat score gap: Crown Castle Inc. leads (84 / 100 vs 67 / 100 for KKR & Co. Inc.).
  • Segment focus: Crown Castle Inc. has 2 segments (67% in Towers); KKR & Co. Inc. has 3 segments (52.3% in Asset Management).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Crown Castle Inc. has 3 moat types across 3 domains; KKR & Co. Inc. has 7 across 4.

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%

KKR & Co. Inc.

Asset Management

Market

Alternative asset management (private equity, private credit, real assets, and related strategies)

Geography

Global

Customer

Institutional and wealth investors (LPs) allocating to private markets

Role

General partner / investment manager

Revenue share

52.3%

Side-by-side metrics

Crown Castle Inc.
KKR & Co. Inc.
Ticker / Exchange
CCI - New York Stock Exchange
KKR - New York Stock Exchange
Market cap (USD)
$38.5B
$119.9B
Gross margin (TTM)
73.4%
19.5%
Operating margin (TTM)
-61%
2.6%
Net margin (TTM)
-95.4%
14.1%
Sector
Real Estate
Financials
Industry
REIT - Specialty
Asset Management
HQ country
US
US
Primary segment
Towers
Asset Management
Market structure
Oligopoly
Oligopoly
Market share
16%-26% (implied)
3.5%-5% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
67 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply, Financial, Legal
Last update
2026-01-02
2026-01-06

Moat coverage

Shared moat types

Long Term Contracts

Crown Castle Inc. strengths

Physical Network DensityPermits Rights Of Way

KKR & Co. Inc. strengths

Brand TrustScale Economies Unit CostDeal sourcing and origination relationshipsFloat PrepaymentCompliance AdvantageCapital markets and exit execution capability

Segment mix

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

KKR & Co. Inc. segments

Full profile >

Asset Management

Oligopoly

52.3%

Insurance

Competitive

46.5%

Strategic Holdings

Competitive

1.2%

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

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.