VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

SBA Communications Corporation vs Tradeweb Markets Inc.

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

SBA Communications Corporation

SBAC · NASDAQ

Market cap (USD)$20.4B
Gross margin (TTM)75.4%
Operating margin (TTM)51.1%
Net margin (TTM)30.7%
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

Tradeweb Markets Inc.

TW · Nasdaq Global Select Market

Market cap (USD)$23.6B
Gross margin (TTM)66.7%
Operating margin (TTM)40.3%
Net margin (TTM)31.6%
SectorFinancials
IndustryFinancial - Capital Markets
CountryUS
Data as of2026-01-06
Moat score
70/ 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 Tradeweb Markets Inc.'s moat claims, evidence, and risks.

View TW analysis

Comparison highlights

  • Moat score gap: SBA Communications Corporation leads (71 / 100 vs 70 / 100 for Tradeweb Markets Inc.).
  • Segment focus: SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing); Tradeweb Markets Inc. has 6 segments (52.4% in Rates).
  • Moat breadth: SBA Communications Corporation has 4 moat types across 2 domains; Tradeweb Markets Inc. has 7 across 4.

Primary market context

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%

Tradeweb Markets Inc.

Rates

Market

Electronic dealer-to-client and all-to-all trading in rates (government bonds, mortgages/TBA MBS, interest rate swaps)

Geography

Global

Customer

Institutional, wholesale dealers, and retail via ATS

Role

Electronic marketplace / trading venue

Revenue share

52.4%

Side-by-side metrics

SBA Communications Corporation
Tradeweb Markets Inc.
Ticker / Exchange
SBAC - NASDAQ
TW - Nasdaq Global Select Market
Market cap (USD)
$20.4B
$23.6B
Gross margin (TTM)
75.4%
66.7%
Operating margin (TTM)
51.1%
40.3%
Net margin (TTM)
30.7%
31.6%
Sector
Real Estate
Financials
Industry
REIT - Specialty
Financial - Capital Markets
HQ country
US
US
Primary segment
Domestic Site Leasing
Rates
Market structure
Oligopoly
Oligopoly
Market share
16%-19% (implied)
n/a
HHI estimate
3,710
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
70 / 100
Moat domains
Supply, Demand
Network, Demand, Legal, Supply
Last update
2026-01-02
2026-01-06

Moat coverage

Shared moat types

Long Term Contracts

SBA Communications Corporation strengths

Physical Network DensityScale Economies Unit CostOperational Excellence

Tradeweb Markets Inc. strengths

Two Sided NetworkData Workflow LockinCompliance AdvantageEcosystem ComplementsBrand TrustScope Economies

Segment mix

SBA Communications Corporation segments

Full profile >

Domestic Site Leasing

Oligopoly

69.5%

International Site Leasing

Oligopoly

24.8%

Site Development

Competitive

5.7%

Tradeweb Markets Inc. segments

Full profile >

Rates

Oligopoly

52.4%

Credit

Oligopoly

26.6%

Equities

Competitive

6%

Money Markets

Oligopoly

6.7%

Market Data

Competitive

6.8%

Other

Competitive

1.4%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.