VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 3, 2026
Stock Comparison
Jack Henry & Associates, Inc. vs SBA Communications Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Jack Henry & Associates, Inc.
JKHY · 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 Jack Henry & Associates, Inc.'s moat claims, evidence, and risks.
View JKHY 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: SBA Communications Corporation leads (71 / 100 vs 59 / 100 for Jack Henry & Associates, Inc.).
- Segment focus: Jack Henry & Associates, Inc. has 3 segments (36.8% in Payments); 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: Jack Henry & Associates, Inc. has 7 moat types across 3 domains; SBA Communications Corporation has 4 across 2.
Primary market context
Jack Henry & Associates, Inc.
Payments
Payment processing and transaction services for financial institutions (card, ACH, bill pay, faster payments, settlement support)
United States
Banks, credit unions, and their accountholders; businesses via FI clients
Processor and settlement/risk services provider
36.8%
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
Jack Henry & Associates, Inc. strengths
SBA Communications Corporation strengths
Segment mix
Jack Henry & Associates, Inc. segments
Full profile >Core
Oligopoly
Payments
Competitive
Complementary
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.