VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Crown Castle Inc. vs Walmart 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

Walmart Inc.

WMT · New York Stock Exchange

Market cap (USD)$892.1B
Gross margin (TTM)24.9%
Operating margin (TTM)4.1%
Net margin (TTM)3.3%
SectorConsumer
IndustryDiscount Stores
CountryUS
Data as of2025-12-30
Moat score
77/ 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 Walmart Inc.'s moat claims, evidence, and risks.

View WMT analysis

Comparison highlights

  • Moat score gap: Crown Castle Inc. leads (84 / 100 vs 77 / 100 for Walmart Inc.).
  • Segment focus: Crown Castle Inc. has 2 segments (67% in Towers); Walmart Inc. has 3 segments (68.3% in Walmart U.S.).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Crown Castle Inc. has 3 moat types across 3 domains; Walmart Inc. has 6 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%

Walmart Inc.

Walmart U.S.

Market

U.S. omnichannel discount retail and grocery (supercenters, neighborhood markets, eCommerce)

Geography

United States

Customer

Consumers and small businesses; marketplace sellers and advertisers (for marketplace and retail media offerings)

Role

Retailer / marketplace operator / last-mile fulfillment network

Revenue share

68.3%

Side-by-side metrics

Crown Castle Inc.
Walmart Inc.
Ticker / Exchange
CCI - New York Stock Exchange
WMT - New York Stock Exchange
Market cap (USD)
$38.7B
$892.1B
Gross margin (TTM)
n/a
24.9%
Operating margin (TTM)
n/a
4.1%
Net margin (TTM)
n/a
3.3%
Sector
Real Estate
Consumer
Industry
n/a
Discount Stores
HQ country
US
US
Primary segment
Towers
Walmart U.S.
Market structure
Oligopoly
Competitive
Market share
16%-26% (implied)
20%-22% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
84 / 100
77 / 100
Moat domains
Supply, Legal, Demand
Supply, Demand, Network, Financial
Last update
2026-01-02
2025-12-30

Moat coverage

Shared moat types

Physical Network Density

Crown Castle Inc. strengths

Permits Rights Of WayLong Term Contracts

Walmart Inc. strengths

Scale Economies Unit CostHabit DefaultSupply Chain ControlEcosystem ComplementsFloat Prepayment

Segment mix

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

Walmart Inc. segments

Full profile >

Walmart U.S.

Competitive

68.3%

Walmart International

Competitive

18.1%

Sam's Club U.S.

Oligopoly

13.6%

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.