VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Colgate-Palmolive Company vs SBA Communications Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Colgate-Palmolive Company

CL · New York Stock Exchange

Market cap (USD)$63B
Gross margin (TTM)60.2%
Operating margin (TTM)21.7%
Net margin (TTM)14.5%
SectorConsumer
IndustryHousehold & Personal Products
CountryUS
Data as of2025-12-31
Moat score
74/ 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 Colgate-Palmolive Company's moat claims, evidence, and risks.

View CL analysis

SBA Communications Corporation

SBAC · NASDAQ

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
IndustryREIT - Specialty
CountryUS
Data as of2026-01-02
Moat score
71/ 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 SBA Communications Corporation's moat claims, evidence, and risks.

View SBAC analysis

Comparison highlights

  • Moat score gap: Colgate-Palmolive Company leads (74 / 100 vs 71 / 100 for SBA Communications Corporation).
  • Segment focus: Colgate-Palmolive Company has 4 segments (43% in Oral Care); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
  • Moat breadth: Colgate-Palmolive Company has 2 moat types across 2 domains; SBA Communications Corporation has 4 across 2.

Primary market context

Colgate-Palmolive Company

Oral Care

Market

Oral care products (toothpaste, manual toothbrushes, mouthwash)

Geography

Global

Customer

Consumers; also dentists and oral health professionals (pharma dental products)

Role

Branded consumer products manufacturer

Revenue share

43%

SBA Communications Corporation

Domestic Site Leasing

Market

U.S. wireless macro tower leasing (multi-tenant co-location on communications towers)

Geography

United States and territories

Customer

Wireless service providers and other wireless network operators/tenants

Role

Independent tower owner/operator (REIT)

Revenue share

69.5%

Side-by-side metrics

Colgate-Palmolive Company
SBA Communications Corporation
Ticker / Exchange
CL - New York Stock Exchange
SBAC - NASDAQ
Market cap (USD)
$63B
n/a
Gross margin (TTM)
60.2%
n/a
Operating margin (TTM)
21.7%
n/a
Net margin (TTM)
14.5%
n/a
Sector
Consumer
Real Estate
Industry
Household & Personal Products
REIT - Specialty
HQ country
US
US
Primary segment
Oral Care
Domestic Site Leasing
Market structure
Oligopoly
Oligopoly
Market share
41.4% (reported)
16%-19% (implied)
HHI estimate
n/a
3,710
Pricing power
Moderate
Moderate
Moat score
74 / 100
71 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2025-12-31
2026-01-02

Moat coverage

Shared moat types

No overlap yet.

Colgate-Palmolive Company strengths

Brand TrustDistribution Control

SBA Communications Corporation strengths

Physical Network DensityLong Term ContractsScale Economies Unit CostOperational Excellence

Segment mix

Colgate-Palmolive Company segments

Full profile >

Oral Care

Oligopoly

43%

Personal Care

Competitive

18%

Home Care

Competitive

17%

Pet Nutrition

Oligopoly

22%

SBA Communications Corporation segments

Full profile >

Domestic Site Leasing

Oligopoly

69.5%

International Site Leasing

Oligopoly

24.8%

Site Development

Competitive

5.7%

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.