VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Friday, January 2, 2026
Stock Comparison
Monolithic Power Systems, Inc. vs SBA Communications Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Monolithic Power Systems, Inc.
MPWR · NASDAQ Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Monolithic Power Systems, Inc.'s moat claims, evidence, and risks.
View MPWR 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 67 / 100 for Monolithic Power Systems, Inc.).
- Segment focus: Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
- Moat breadth: Monolithic Power Systems, Inc. has 4 moat types across 3 domains; SBA Communications Corporation has 4 across 2.
Primary market context
Monolithic Power Systems, Inc.
Enterprise Data
Power management ICs and power modules for enterprise/data center servers (CPU/GPU/AI accelerators) and cloud/on-prem compute platforms
Global
OEMs/ODMs and cloud platform designers
Fabless component supplier (power semiconductors)
32.5%
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
Monolithic Power Systems, Inc. strengths
SBA Communications Corporation strengths
Segment mix
Monolithic Power Systems, Inc. segments
Full profile >Enterprise Data
Oligopoly
Storage and Computing
Competitive
Automotive
Oligopoly
Communications
Oligopoly
Consumer
Competitive
Industrial
Oligopoly
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.