VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
CDW Corporation vs SBA Communications Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
CDW Corporation
CDW · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into CDW Corporation's moat claims, evidence, and risks.
View CDW analysisSBA Communications Corporation
SBAC · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into SBA Communications Corporation's moat claims, evidence, and risks.
View SBAC analysisComparison highlights
- Moat score gap: SBA Communications Corporation leads (71 / 100 vs 52 / 100 for CDW Corporation).
- Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
- Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
- Moat breadth: CDW Corporation has 6 moat types across 3 domains; SBA Communications Corporation has 4 across 2.
Primary market context
CDW Corporation
Corporate
IT solutions provider / value-added reseller (VAR) + services for U.S. private-sector businesses (250+ employees)
United States
Private-sector enterprises (mid-market and large)
Value-added reseller / systems integrator
42.1%
SBA Communications Corporation
Domestic Site Leasing
U.S. wireless macro tower leasing (multi-tenant co-location on communications towers)
United States and territories
Wireless service providers and other wireless network operators/tenants
Independent tower owner/operator (REIT)
69.5%
Side-by-side metrics
Moat coverage
Shared moat types
CDW Corporation strengths
SBA Communications Corporation strengths
Segment mix
CDW Corporation segments
Full profile >Corporate
Competitive
Small Business
Competitive
Public
Competitive
Other (UK & Canada)
Competitive
SBA Communications Corporation segments
Full profile >Domestic Site Leasing
Oligopoly
International Site Leasing
Oligopoly
Site Development
Competitive
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 listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.