VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

LVMH Moet Hennessy Louis Vuitton SE vs SBA Communications Corporation

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

LVMH Moet Hennessy Louis Vuitton SE

MC · Euronext Paris

Market cap (USD)$317.7B
Gross margin (TTM)67.3%
Operating margin (TTM)23.2%
Net margin (TTM)14.8%
SectorConsumer
IndustryLuxury Goods
CountryFR
Data as of2025-12-30
Moat score
80/ 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 LVMH Moet Hennessy Louis Vuitton SE's moat claims, evidence, and risks.

View MC 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: LVMH Moet Hennessy Louis Vuitton SE leads (80 / 100 vs 71 / 100 for SBA Communications Corporation).
  • Segment focus: LVMH Moet Hennessy Louis Vuitton SE has 5 segments (48.5% in Fashion and Leather Goods); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: LVMH Moet Hennessy Louis Vuitton SE has 9 moat types across 4 domains; SBA Communications Corporation has 4 across 2.

Primary market context

LVMH Moet Hennessy Louis Vuitton SE

Fashion and Leather Goods

Market

Luxury fashion and leather goods

Geography

Global

Customer

Consumers via directly operated retail; selective wholesale

Role

Brand owner / design house / manufacturer / retailer

Revenue share

48.5%

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

LVMH Moet Hennessy Louis Vuitton SE
SBA Communications Corporation
Ticker / Exchange
MC - Euronext Paris
SBAC - NASDAQ
Market cap (USD)
$317.7B
n/a
Gross margin (TTM)
67.3%
n/a
Operating margin (TTM)
23.2%
n/a
Net margin (TTM)
14.8%
n/a
Sector
Consumer
Real Estate
Industry
Luxury Goods
REIT - Specialty
HQ country
FR
US
Primary segment
Fashion and Leather Goods
Domestic Site Leasing
Market structure
Oligopoly
Oligopoly
Market share
n/a
16%-19% (implied)
HHI estimate
n/a
3,710
Pricing power
Strong
Moderate
Moat score
80 / 100
71 / 100
Moat domains
Supply, Demand, Network, Legal
Supply, Demand
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Physical Network Density

LVMH Moet Hennessy Louis Vuitton SE strengths

Distribution ControlCapex Knowhow ScaleBrand TrustGeographic NaturalKeystone ComponentService Field NetworkTwo Sided NetworkConcession License

SBA Communications Corporation strengths

Long Term ContractsScale Economies Unit CostOperational Excellence

Segment mix

LVMH Moet Hennessy Louis Vuitton SE segments

Full profile >

Fashion and Leather Goods

Oligopoly

48.5%

Wines and Spirits

Oligopoly

6.9%

Perfumes and Cosmetics

Oligopoly

9.9%

Watches and Jewelry

Oligopoly

12.5%

Selective Retailing

Oligopoly

21.6%

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.

View the moat stocks list

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.