VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Crown Castle Inc. vs TransDigm Group Incorporated

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

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$76.1B
Gross margin (TTM)60.2%
Operating margin (TTM)47.2%
Net margin (TTM)23.5%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-31
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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score: both at 84 / 100.
  • Segment focus: Crown Castle Inc. has 2 segments (67% in Towers); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: Crown Castle Inc. has 3 moat types across 3 domains; TransDigm Group Incorporated has 5 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%

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Side-by-side metrics

Crown Castle Inc.
TransDigm Group Incorporated
Ticker / Exchange
CCI - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
$38.7B
$76.1B
Gross margin (TTM)
n/a
60.2%
Operating margin (TTM)
n/a
47.2%
Net margin (TTM)
n/a
23.5%
Sector
Real Estate
Industrials
Industry
n/a
Aerospace & Defense
HQ country
US
US
Primary segment
Towers
Power & Control
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
84 / 100
Moat domains
Supply, Legal, Demand
Demand, Legal, Supply
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Crown Castle Inc. strengths

Physical Network DensityPermits Rights Of WayLong Term Contracts

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

Segment mix

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

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.