VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Monday, December 29, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Pernod Ricard SA

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

Pernod Ricard SA

RI · Euronext Paris

Market cap (USD)$21.7B
SectorConsumer
CountryFR
Data as of2025-12-29
Moat score
75/ 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 Pernod Ricard SA's moat claims, evidence, and risks.

View RI analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 75 / 100 for Pernod Ricard SA).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Pernod Ricard SA has 3 segments (42.3% in Asia/Rest of the World).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; Pernod Ricard SA has 4 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%

Pernod Ricard SA

Asia/Rest of the World

Market

Premium spirits brand ownership, marketing, and distribution

Geography

Asia-Pacific, Africa, and other emerging markets

Customer

On-trade, off-trade, distributors, and duty-free operators

Role

Brand owner and local-market route-to-market operator

Revenue share

42.3%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Pernod Ricard SA
Ticker / Exchange
2330 - Taiwan Stock Exchange
RI - Euronext Paris
Market cap (USD)
n/a
$21.7B
Sector
Technology
Consumer
HQ country
TW
FR
Primary segment
Leading-edge Foundry (7nm and below)
Asia/Rest of the World
Market structure
Quasi-Monopoly
Oligopoly
Market share
70%-72% (reported)
n/a
HHI estimate
5,165
n/a
Pricing power
Strong
Moderate
Moat score
92 / 100
75 / 100
Moat domains
Supply, Network, Demand, Financial
Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Scope Economies

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleEcosystem ComplementsDesign In QualificationBenchmark Pricing PowerOperational ExcellenceKeystone Component

Pernod Ricard SA strengths

Brand TrustCapacity MoatDistribution Control

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

Pernod Ricard SA segments

Full profile >

Europe

Oligopoly

28.9%

Americas

Oligopoly

28.8%

Asia/Rest of the World

Oligopoly

42.3%

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.