VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Cintas Corporation vs SBA Communications Corporation

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

Cintas Corporation

CTAS · NASDAQ

Market cap (USD)$74.9B
Gross margin (TTM)50.3%
Operating margin (TTM)23%
Net margin (TTM)17.6%
SectorIndustrials
IndustrySpecialty Business Services
CountryUS
Data as of2026-01-01
Moat score
63/ 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 Cintas Corporation's moat claims, evidence, and risks.

View CTAS 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: SBA Communications Corporation leads (71 / 100 vs 63 / 100 for Cintas Corporation).
  • Segment focus: Cintas Corporation has 3 segments (77.1% in Uniform Rental and Facility Services); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Cintas Corporation has 5 moat types across 2 domains; SBA Communications Corporation has 4 across 2.

Primary market context

Cintas Corporation

Uniform Rental and Facility Services

Market

B2B uniform rental and route-based facility services (entrance mats, restroom supplies, towels/mops, etc.)

Geography

North America (primarily United States; also Canada and Latin America)

Customer

Businesses (SMB to large enterprise) via local delivery routes and branches

Role

Service operator / rental provider (route-based distribution and processing network)

Revenue share

77.1%

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

Cintas Corporation
SBA Communications Corporation
Ticker / Exchange
CTAS - NASDAQ
SBAC - NASDAQ
Market cap (USD)
$74.9B
n/a
Gross margin (TTM)
50.3%
n/a
Operating margin (TTM)
23%
n/a
Net margin (TTM)
17.6%
n/a
Sector
Industrials
Real Estate
Industry
Specialty Business Services
REIT - Specialty
HQ country
US
US
Primary segment
Uniform Rental and Facility Services
Domestic Site Leasing
Market structure
Competitive
Oligopoly
Market share
n/a
16%-19% (implied)
HHI estimate
n/a
3,710
Pricing power
Moderate
Moderate
Moat score
63 / 100
71 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2026-01-01
2026-01-02

Moat coverage

Shared moat types

Operational Excellence

Cintas Corporation strengths

Service Field NetworkProcurement InertiaSuite BundlingSwitching Costs General

SBA Communications Corporation strengths

Physical Network DensityLong Term ContractsScale Economies Unit Cost

Segment mix

Cintas Corporation segments

Full profile >

Uniform Rental and Facility Services

Competitive

77.1%

First Aid and Safety Services

Competitive

11.8%

All Other (Fire Protection Services and Uniform Direct Sale)

Competitive

11.1%

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?

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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.