VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs The Sherwin-Williams Company

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

The Sherwin-Williams Company

SHW · New York Stock Exchange

Market cap (USD)$80.4B
SectorMaterials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 The Sherwin-Williams Company's moat claims, evidence, and risks.

View SHW analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 84 / 100 for The Sherwin-Williams Company).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); The Sherwin-Williams Company has 3 segments (57.1% in Paint Stores Group).
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; The Sherwin-Williams Company has 6 across 3.

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%

The Sherwin-Williams Company

Paint Stores Group

Market

Company-operated paint & coatings retail (architectural + related products)

Geography

United States, Canada, Caribbean

Customer

Professional contractors and DIY homeowners

Role

Manufacturer-owned retail / distribution

Revenue share

57.1%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
The Sherwin-Williams Company
Ticker / Exchange
2330 - Taiwan Stock Exchange
SHW - New York Stock Exchange
Market cap (USD)
n/a
$80.4B
Sector
Technology
Materials
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
Paint Stores Group
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
70%-72% (reported)
69.4% (estimated)
HHI estimate
5,165
n/a
Pricing power
Strong
Strong
Moat score
92 / 100
84 / 100
Moat domains
Supply, Network, Demand, Financial
Supply, Demand, Legal
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

Scope Economies

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleEcosystem ComplementsDesign In QualificationBenchmark Pricing PowerOperational ExcellenceKeystone Component

The Sherwin-Williams Company strengths

Distribution ControlService Field NetworkBrand TrustSwitching Costs GeneralCompliance Advantage

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

The Sherwin-Williams Company segments

Full profile >

Paint Stores Group

Quasi-Monopoly

57.1%

Consumer Brands Group

Oligopoly

13.5%

Performance Coatings Group

Oligopoly

29.4%

Want the full wide moat stocks list?

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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.