VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Friday, January 2, 2026
Stock Comparison
CSX Corporation vs SBA Communications Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
CSX Corporation
CSX · 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 CSX Corporation's moat claims, evidence, and risks.
View CSX 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: CSX Corporation leads (74 / 100 vs 71 / 100 for SBA Communications Corporation).
- Segment focus: CSX Corporation has 5 segments (61.2% in Merchandise (Rail)); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
- Moat breadth: CSX Corporation has 6 moat types across 2 domains; SBA Communications Corporation has 4 across 2.
Primary market context
CSX Corporation
Merchandise (Rail)
Eastern U.S. rail freight transportation (merchandise carload)
Eastern United States (CSX network; interchange to other railroads)
Industrial, agricultural, automotive and consumer goods shippers; logistics providers
Common-carrier freight railroad (line-haul + switching/terminal)
61.2%
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
CSX Corporation strengths
SBA Communications Corporation strengths
Segment mix
CSX Corporation segments
Full profile >Merchandise (Rail)
Oligopoly
Intermodal (Rail)
Competitive
Coal (Rail)
Oligopoly
Trucking (Quality Carriers)
Competitive
Other Revenue (Rail/Ancillary)
Competitive
SBA Communications Corporation segments
Full profile >Domestic Site Leasing
Oligopoly
International Site Leasing
Oligopoly
Site Development
Competitive
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View the moat stocks listCuration & 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.