VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

GE HealthCare Technologies Inc. vs SBA Communications Corporation

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

GE HealthCare Technologies Inc.

GEHC · The Nasdaq Stock Market LLC

Market cap (USD)$37.9B
Gross margin (TTM)40.8%
Operating margin (TTM)13.5%
Net margin (TTM)11%
SectorHealthcare
IndustryMedical - Healthcare Information Services
CountryUS
Data as of2025-12-22
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 GE HealthCare Technologies Inc.'s moat claims, evidence, and risks.

View GEHC 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 GE HealthCare Technologies Inc.).
  • Segment focus: GE HealthCare Technologies Inc. has 4 segments (45% in Imaging); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
  • Moat breadth: GE HealthCare Technologies Inc. has 8 moat types across 4 domains; SBA Communications Corporation has 4 across 2.

Primary market context

GE HealthCare Technologies Inc.

Imaging

Market

Diagnostic imaging equipment and related service (CT, MR, molecular imaging, X-ray, women's health) and imaging IT

Geography

Global

Customer

Hospitals, imaging centers

Role

OEM + service + software

Revenue share

45%

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

GE HealthCare Technologies Inc.
SBA Communications Corporation
Ticker / Exchange
GEHC - The Nasdaq Stock Market LLC
SBAC - NASDAQ
Market cap (USD)
$37.9B
n/a
Gross margin (TTM)
40.8%
n/a
Operating margin (TTM)
13.5%
n/a
Net margin (TTM)
11%
n/a
Sector
Healthcare
Real Estate
Industry
Medical - Healthcare Information Services
REIT - Specialty
HQ country
US
US
Primary segment
Imaging
Domestic Site Leasing
Market structure
Oligopoly
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, Network, Legal
Supply, Demand
Last update
2025-12-22
2026-01-02

Moat coverage

Shared moat types

No overlap yet.

GE HealthCare Technologies Inc. strengths

Service Field NetworkData Workflow LockinTraining Org Change CostsEcosystem ComplementsInstalled Base ConsumablesSupply Chain ControlCompliance AdvantageScope Economies

SBA Communications Corporation strengths

Physical Network DensityLong Term ContractsScale Economies Unit CostOperational Excellence

Segment mix

GE HealthCare Technologies Inc. segments

Full profile >

Imaging

Oligopoly

45%

Advanced Visualization Solutions (AVS)

Oligopoly

26.1%

Patient Care Solutions (PCS)

Oligopoly

15.9%

Pharmaceutical Diagnostics (PDx)

Oligopoly

12.8%

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?

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.