VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Advantech Co., Ltd. vs Amphenol Corporation

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

Advantech Co., Ltd.

2395 · Taiwan Stock Exchange

Market cap (USD)$249.3B
Gross margin (TTM)39.8%
Operating margin (TTM)16.2%
Net margin (TTM)14.6%
SectorTechnology
IndustryComputer Hardware
CountryTW
Data as of2025-12-28
Moat score
62/ 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 Advantech Co., Ltd.'s moat claims, evidence, and risks.

View 2395 analysis

Amphenol Corporation

APH · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-11
Moat score
65/ 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 Amphenol Corporation's moat claims, evidence, and risks.

View APH analysis

Comparison highlights

  • Moat score gap: Amphenol Corporation leads (65 / 100 vs 62 / 100 for Advantech Co., Ltd.).
  • Segment focus: Advantech Co., Ltd. has 3 segments (49% in Industrial Computer and Industrial Control); Amphenol Corporation has 3 segments (41.5% in Communications Solutions).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Advantech Co., Ltd. has 5 moat types across 3 domains; Amphenol Corporation has 4 across 2.

Primary market context

Advantech Co., Ltd.

Industrial Computer and Industrial Control

Market

Industrial PCs and industrial control computing (industrial automation, edge industrial computing)

Geography

Global

Customer

Industrial enterprises, system integrators, and industrial OEMs

Role

Industrial computing OEM + solution integrator

Revenue share

49%

Amphenol Corporation

Communications Solutions

Market

Interconnect, cable and antenna solutions for IT/datacom, mobile devices and communications infrastructure

Geography

Global

Customer

OEMs, ODM/EMS partners and network equipment/service providers

Role

Component manufacturer / interconnect and antenna solutions provider

Revenue share

41.5%

Side-by-side metrics

Advantech Co., Ltd.
Amphenol Corporation
Ticker / Exchange
2395 - Taiwan Stock Exchange
APH - New York Stock Exchange
Market cap (USD)
$249.3B
n/a
Gross margin (TTM)
39.8%
n/a
Operating margin (TTM)
16.2%
n/a
Net margin (TTM)
14.6%
n/a
Sector
Technology
Technology
Industry
Computer Hardware
n/a
HQ country
TW
US
Primary segment
Industrial Computer and Industrial Control
Communications Solutions
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
62 / 100
65 / 100
Moat domains
Demand, Supply, Network
Demand, Supply
Last update
2025-12-28
2026-01-11

Moat coverage

Shared moat types

Design In Qualification

Advantech Co., Ltd. strengths

Service Field NetworkEcosystem ComplementsData Workflow LockinInstalled Base Consumables

Amphenol Corporation strengths

Operational ExcellenceScope EconomiesCapex Knowhow Scale

Segment mix

Advantech Co., Ltd. segments

Full profile >

Industrial Computer and Industrial Control

Competitive

49%

Embedded Boards and Chassis

Competitive

41%

After-sales Service and Others

Competitive

10%

Amphenol Corporation segments

Full profile >

Harsh Environment Solutions

Oligopoly

29%

Communications Solutions

Competitive

41.5%

Interconnect and Sensor Systems

Competitive

29.4%

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.