VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Cintas Corporation

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

Taiwan Semiconductor Manufacturing Company Limited

2330 · Taiwan Stock Exchange

Market cap (USD)
SectorTechnology
CountryTW
Data as of2025-12-28
Moat score
92/ 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 Taiwan Semiconductor Manufacturing Company Limited's moat claims, evidence, and risks.

View 2330 analysis

Cintas Corporation

CTAS · NASDAQ

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2026-01-01
Moat score
63/ 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 Cintas Corporation's moat claims, evidence, and risks.

View CTAS analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 63 / 100 for Cintas Corporation).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Cintas Corporation has 3 segments (77.1% in Uniform Rental and Facility Services).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; Cintas Corporation has 5 across 2.

Primary market context

Taiwan Semiconductor Manufacturing Company Limited

Leading-edge Foundry (7nm and below)

Market

Leading-edge semiconductor foundry services (<=7nm logic process technologies)

Geography

Global

Customer

Fabless semiconductor companies, system companies, and IDMs

Role

Dedicated foundry / contract manufacturer

Revenue share

74%

Cintas Corporation

Uniform Rental and Facility Services

Market

B2B uniform rental and route-based facility services (entrance mats, restroom supplies, towels/mops, etc.)

Geography

North America (primarily United States; also Canada and Latin America)

Customer

Businesses (SMB to large enterprise) via local delivery routes and branches

Role

Service operator / rental provider (route-based distribution and processing network)

Revenue share

77.1%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Cintas Corporation
Ticker / Exchange
2330 - Taiwan Stock Exchange
CTAS - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Technology
Industrials
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
Uniform Rental and Facility Services
Market structure
Quasi-Monopoly
Competitive
Market share
70%-72% (reported)
n/a
HHI estimate
5,165
n/a
Pricing power
Strong
Moderate
Moat score
92 / 100
63 / 100
Moat domains
Supply, Network, Demand, Financial
Supply, Demand
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Operational Excellence

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleEcosystem ComplementsDesign In QualificationBenchmark Pricing PowerScope EconomiesKeystone Component

Cintas Corporation strengths

Service Field NetworkProcurement InertiaSuite BundlingSwitching Costs General

Segment mix

Taiwan Semiconductor Manufacturing Company Limited segments

Full profile >

Leading-edge Foundry (7nm and below)

Quasi-Monopoly

74%

Mature & Specialty Foundry (16nm and above + specialty processes)

Oligopoly

26%

Advanced Packaging & 3DFabric (CoWoS, InFO, SoIC)

Oligopoly

n/a

Cintas Corporation segments

Full profile >

Uniform Rental and Facility Services

Competitive

77.1%

First Aid and Safety Services

Competitive

11.8%

All Other (Fire Protection Services and Uniform Direct Sale)

Competitive

11.1%

Want the full wide moat stocks list?

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

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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.