VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

CoStar Group, Inc. vs Equinix, Inc.

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

CoStar Group, Inc.

CSGP · NASDAQ

Market cap (USD)$28.6B
SectorReal Estate
CountryUS
Data as of2025-12-29
Moat score
75/ 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 CoStar Group, Inc.'s moat claims, evidence, and risks.

View CSGP analysis

Equinix, Inc.

EQIX · The Nasdaq Stock Market LLC

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
66/ 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 Equinix, Inc.'s moat claims, evidence, and risks.

View EQIX analysis

Comparison highlights

  • Moat score gap: CoStar Group, Inc. leads (75 / 100 vs 66 / 100 for Equinix, Inc.).
  • Segment focus: CoStar Group, Inc. has 6 segments (39% in Multifamily (Apartments.com Network)); Equinix, Inc. has 3 segments.
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs n/a.
  • Moat breadth: CoStar Group, Inc. has 9 moat types across 4 domains; Equinix, Inc. has 7 across 3.

Primary market context

CoStar Group, Inc.

Multifamily (Apartments.com Network)

Market

Online multifamily rental marketplaces and advertising

Geography

United States

Customer

Two-sided (renters + property managers/owners)

Role

Marketplace (subscription advertising + workflow tools)

Revenue share

39%

Equinix, Inc.

IBX Colocation & Interconnection Platform

Market

Carrier-neutral multi-tenant data centers (colocation) and physical interconnection (cross connects, exchanges) in network-dense metros

Geography

Global

Customer

Enterprises and service providers

Role

Digital infrastructure / colocation operator and interconnection hub

Side-by-side metrics

CoStar Group, Inc.
Equinix, Inc.
Ticker / Exchange
CSGP - NASDAQ
EQIX - The Nasdaq Stock Market LLC
Market cap (USD)
$28.6B
n/a
Sector
Real Estate
Real Estate
HQ country
US
US
Primary segment
Multifamily (Apartments.com Network)
IBX Colocation & Interconnection Platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
n/a
Moat score
75 / 100
66 / 100
Moat domains
Supply, Network, Demand, Legal
Supply, Network, Demand
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Capex Knowhow ScaleBrand TrustEcosystem Complements

CoStar Group, Inc. strengths

Data Network EffectsData Workflow LockinDe Facto StandardIP Choke PointTwo Sided NetworkSuite Bundling

Equinix, Inc. strengths

Physical Network DensitySwitching Costs GeneralCapacity MoatInteroperability Hub

Segment mix

CoStar Group, Inc. segments

Full profile >

CoStar (commercial real estate info & analytics)

Oligopoly

37.3%

Information Services (lease management software + international info)

Competitive

5%

Multifamily (Apartments.com Network)

Oligopoly

39%

LoopNet (commercial property marketing marketplace)

Oligopoly

10.3%

Residential (Homes.com + OnTheMarket)

Oligopoly

3.7%

Other Marketplaces (Ten-X, Land.com, BizBuySell, etc.)

Competitive

4.8%

Equinix, Inc. segments

Full profile >

IBX Colocation & Interconnection Platform

Oligopoly

n/a

Hyperscale xScale & Joint Ventures

Competitive

n/a

Digital Services & Software-Defined Interconnection

Competitive

n/a

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.