VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Friday, January 2, 2026
Stock Comparison
NVIDIA Corporation vs SBA Communications Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
NVIDIA Corporation
NVDA · Nasdaq Stock 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 NVIDIA Corporation's moat claims, evidence, and risks.
View NVDA 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: NVIDIA Corporation leads (97 / 100 vs 71 / 100 for SBA Communications Corporation).
- Segment focus: NVIDIA Corporation has 5 segments (88.3% in Data Center); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: NVIDIA Corporation has 7 moat types across 3 domains; SBA Communications Corporation has 4 across 2.
Primary market context
NVIDIA Corporation
Data Center
Data center accelerated computing (AI GPUs, systems, and networking)
Global
Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)
Fabless designer and platform supplier (chips, systems, software)
88.3%
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
NVIDIA Corporation strengths
SBA Communications Corporation strengths
Segment mix
NVIDIA Corporation segments
Full profile >Data Center
Quasi-Monopoly
Gaming
Duopoly
Professional Visualization
Oligopoly
Automotive
Competitive
OEM & Other
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.