VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 10, 2026
Stock Comparison
SBA Communications Corporation vs The Italian Sea Group S.p.A.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
SBA 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 analysisThe Italian Sea Group S.p.A.
TISG · Euronext Milan (Borsa Italiana)
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into The Italian Sea Group S.p.A.'s moat claims, evidence, and risks.
View TISG analysisComparison highlights
- Moat score gap: SBA Communications Corporation leads (71 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
- Segment focus: SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
- Moat breadth: SBA Communications Corporation has 4 moat types across 2 domains; The Italian Sea Group S.p.A. has 5 across 3.
Primary market context
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%
The Italian Sea Group S.p.A.
Shipbuilding
Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)
Global
Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers
Designer/shipyard (OEM) and brand owner
89.7%
Side-by-side metrics
Moat coverage
Shared moat types
SBA Communications Corporation strengths
The Italian Sea Group S.p.A. strengths
Segment mix
SBA Communications Corporation segments
Full profile >Domestic Site Leasing
Oligopoly
International Site Leasing
Oligopoly
Site Development
Competitive
The Italian Sea Group S.p.A. segments
Full profile >Shipbuilding
Oligopoly
Refit
Competitive
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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.