VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Crown Castle Inc. vs Prologis, 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

Prologis, Inc.

PLD · New York Stock Exchange

Market cap (USD)$119.1B
Gross margin (TTM)67.7%
Operating margin (TTM)47%
Net margin (TTM)36.7%
SectorReal Estate
IndustryREIT - Industrial
CountryUS
Data as of2025-12-31
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 Prologis, Inc.'s moat claims, evidence, and risks.

View PLD analysis

Comparison highlights

  • Moat score gap: Crown Castle Inc. leads (84 / 100 vs 67 / 100 for Prologis, Inc.).
  • Segment focus: Crown Castle Inc. has 2 segments (67% in Towers); Prologis, Inc. has 2 segments (91.8% in Real Estate (Rental Operations and Development)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: Crown Castle Inc. has 3 moat types across 3 domains; Prologis, 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%

Prologis, Inc.

Real Estate (Rental Operations and Development)

Market

Logistics/industrial real estate leasing & development

Geography

Global

Customer

Logistics users (retail, e-commerce, 3PL, manufacturing)

Role

Owner/operator/developer (landlord)

Revenue share

91.8%

Side-by-side metrics

Crown Castle Inc.
Prologis, Inc.
Ticker / Exchange
CCI - New York Stock Exchange
PLD - New York Stock Exchange
Market cap (USD)
$38.7B
$119.1B
Gross margin (TTM)
n/a
67.7%
Operating margin (TTM)
n/a
47%
Net margin (TTM)
n/a
36.7%
Sector
Real Estate
Real Estate
Industry
n/a
REIT - Industrial
HQ country
US
US
Primary segment
Towers
Real Estate (Rental Operations and Development)
Market structure
Oligopoly
Competitive
Market share
16%-26% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
84 / 100
67 / 100
Moat domains
Supply, Legal, Demand
Supply, Legal, Financial, Demand
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

Permits Rights Of WayLong Term Contracts

Crown Castle Inc. strengths

Physical Network Density

Prologis, Inc. strengths

Geographic NaturalScale Economies Unit CostCost Of Capital AdvantageProcurement InertiaReputation Reviews

Segment mix

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

Prologis, Inc. segments

Full profile >

Real Estate (Rental Operations and Development)

Competitive

91.8%

Strategic Capital (co-investment ventures / investment management)

Competitive

8.2%

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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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.