VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

Domino's Pizza, Inc. vs SBA Communications Corporation

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

Domino's Pizza, Inc.

DPZ · Nasdaq Global Select Market

Market cap (USD)$13.9B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryUS
Data as of2026-01-06
Moat score
77/ 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 Domino's Pizza, Inc.'s moat claims, evidence, and risks.

View DPZ analysis

SBA Communications Corporation

SBAC · NASDAQ

Market cap (USD)$20.4B
Gross margin (TTM)75.4%
Operating margin (TTM)51.1%
Net margin (TTM)30.7%
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: Domino's Pizza, Inc. leads (77 / 100 vs 71 / 100 for SBA Communications Corporation).
  • Segment focus: Domino's Pizza, Inc. has 3 segments (60.5% in Supply Chain); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Domino's Pizza, Inc. has 7 moat types across 3 domains; SBA Communications Corporation has 4 across 2.

Primary market context

Domino's Pizza, Inc.

Supply Chain

Market

Pizza ingredients manufacturing & distribution for Domino's system stores

Geography

United States and Canada

Customer

Domino's franchisees and company-owned stores

Role

Manufacturer / distributor

Revenue share

60.5%

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

Domino's Pizza, Inc.
SBA Communications Corporation
Ticker / Exchange
DPZ - Nasdaq Global Select Market
SBAC - NASDAQ
Market cap (USD)
$13.9B
$20.4B
Gross margin (TTM)
n/a
75.4%
Operating margin (TTM)
n/a
51.1%
Net margin (TTM)
n/a
30.7%
Sector
Consumer
Real Estate
Industry
n/a
REIT - Specialty
HQ country
US
US
Primary segment
Supply Chain
Domestic Site Leasing
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
16%-19% (implied)
HHI estimate
n/a
3,710
Pricing power
Moderate
Moderate
Moat score
77 / 100
71 / 100
Moat domains
Supply, Demand, Network
Supply, Demand
Last update
2026-01-06
2026-01-02

Moat coverage

Shared moat types

Physical Network DensityOperational ExcellenceScale Economies Unit Cost

Domino's Pizza, Inc. strengths

Habit DefaultBrand TrustSupply Chain ControlEcosystem Complements

SBA Communications Corporation strengths

Long Term Contracts

Segment mix

Domino's Pizza, Inc. segments

Full profile >

U.S. Stores

Oligopoly

32.8%

Supply Chain

Quasi-Monopoly

60.5%

International Franchise

Competitive

6.8%

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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Proven models entering the expansion stage with unit economics that work.

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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.