VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Wuliangye Yibin Co., Ltd. vs Tokyo Electron Limited

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

Wuliangye Yibin Co., Ltd.

000858 · Shenzhen Stock Exchange

Market cap (USD)
SectorConsumer
CountryCN
Data as of2025-12-30
Moat score
80/ 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 Wuliangye Yibin Co., Ltd.'s moat claims, evidence, and risks.

View 000858 analysis

Tokyo Electron Limited

8035 · Tokyo Stock Exchange

Market cap (USD)$100.5B
SectorTechnology
CountryJP
Data as of2025-12-29
Moat score
86/ 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 Tokyo Electron Limited's moat claims, evidence, and risks.

View 8035 analysis

Comparison highlights

  • Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 80 / 100 for Wuliangye Yibin Co., Ltd.).
  • Segment focus: Wuliangye Yibin Co., Ltd. has 3 segments (76.1% in Wuliangye-branded Baijiu products); Tokyo Electron Limited has 3 segments.
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Wuliangye Yibin Co., Ltd. has 5 moat types across 3 domains; Tokyo Electron Limited has 5 across 2.

Primary market context

Wuliangye Yibin Co., Ltd.

Wuliangye-branded Baijiu products

Market

China baijiu market (sales revenue; producers above designated size)

Geography

China

Customer

Consumers (premium gifting/banqueting; affluent households)

Role

Branded spirits producer and marketer

Revenue share

76.1%

Tokyo Electron Limited

Coater/Developer (Lithography Track) Systems

Market

Coater/developer track systems for semiconductor lithography

Geography

Global

Customer

Semiconductor fabs

Role

Equipment OEM (process tool)

Side-by-side metrics

Wuliangye Yibin Co., Ltd.
Tokyo Electron Limited
Ticker / Exchange
000858 - Shenzhen Stock Exchange
8035 - Tokyo Stock Exchange
Market cap (USD)
n/a
$100.5B
Sector
Consumer
Technology
HQ country
CN
JP
Primary segment
Wuliangye-branded Baijiu products
Coater/Developer (Lithography Track) Systems
Market structure
Oligopoly
Quasi-Monopoly
Market share
8%-10% (implied)
88%-92% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
80 / 100
86 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply
Last update
2025-12-30
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow Scale

Wuliangye Yibin Co., Ltd. strengths

Brand TrustDistribution ControlRegulated Standards PipePortfolio adjacency / captive demand

Tokyo Electron Limited strengths

Design In QualificationLearning Curve YieldInstalled Base ConsumablesService Field Network

Segment mix

Wuliangye Yibin Co., Ltd. segments

Full profile >

Wuliangye-branded Baijiu products

Oligopoly

76.1%

Other liquor products (Wuliang NongXiang and other series)

Competitive

17.1%

Non-liquor products (other)

Competitive

6.8%

Tokyo Electron Limited segments

Full profile >

Coater/Developer (Lithography Track) Systems

Quasi-Monopoly

n/a

Wafer Fab Process Tools (Etch/Cleaning/Deposition/Thermal/Bonding/Probing)

Oligopoly

n/a

Field Solutions (Spare Parts, Repairs, Upgrades, On-site Service, Used Tools)

Quasi-Monopoly

n/a

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.