VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
Netflix, Inc. vs SBA Communications Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Netflix, Inc.
NFLX · 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 Netflix, Inc.'s moat claims, evidence, and risks.
View NFLX 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 65 / 100 for Netflix, Inc.).
- Segment focus: Netflix, Inc. has 1 segment (100% in Streaming entertainment platform); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
- Moat breadth: Netflix, Inc. has 5 moat types across 4 domains; SBA Communications Corporation has 4 across 2.
Primary market context
Netflix, Inc.
Streaming entertainment platform
Paid streaming video entertainment (SVOD/AVOD)
Global
Consumers (B2C); advertisers via ad-supported inventory
Streaming platform operator; content producer/licensor
100%
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
Netflix, Inc. strengths
SBA Communications Corporation strengths
Segment mix
Netflix, Inc. segments
Full profile >Streaming entertainment platform
Oligopoly
SBA Communications Corporation segments
Full profile >Domestic Site Leasing
Oligopoly
International Site Leasing
Oligopoly
Site Development
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.