VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Tuesday, December 30, 2025

Stock Comparison

OMRON Corporation vs Applied Materials, Inc.

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

OMRON Corporation

6645 · Tokyo Stock Exchange

Market cap (USD)$5B
SectorIndustrials
CountryJP
Data as of2025-12-30
Moat score
59/ 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 OMRON Corporation's moat claims, evidence, and risks.

View 6645 analysis

Applied Materials, Inc.

AMAT · The Nasdaq Stock Market LLC

Market cap (USD)$203.3B
SectorTechnology
CountryUS
Data as of2025-12-22
Moat score
76/ 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 Applied Materials, Inc.'s moat claims, evidence, and risks.

View AMAT analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 59 / 100 for OMRON Corporation).
  • Segment focus: OMRON Corporation has 5 segments (45% in Industrial Automation Business (IAB)); Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems).
  • Moat breadth: OMRON Corporation has 7 moat types across 4 domains; Applied Materials, Inc. has 7 across 3.

Primary market context

OMRON Corporation

Industrial Automation Business (IAB)

Market

Industrial automation components and factory automation solutions (sensors, controllers, safety, robotics, OT/IT services)

Geography

Global

Customer

Manufacturers and machine builders (B2B)

Role

Automation supplier + solutions/services provider

Revenue share

45%

Applied Materials, Inc.

Semiconductor Systems

Market

Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools

Geography

Global

Customer

Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers

Role

OEM equipment supplier

Revenue share

73.3%

Side-by-side metrics

OMRON Corporation
Applied Materials, Inc.
Ticker / Exchange
6645 - Tokyo Stock Exchange
AMAT - The Nasdaq Stock Market LLC
Market cap (USD)
$5B
$203.3B
Sector
Industrials
Technology
HQ country
JP
US
Primary segment
Industrial Automation Business (IAB)
Semiconductor Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
16%-20% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
59 / 100
76 / 100
Moat domains
Supply, Demand, Legal, Network
Supply, Demand, Legal
Last update
2025-12-30
2025-12-22

Moat coverage

Shared moat types

Service Field Network

OMRON Corporation strengths

Data Workflow LockinBrand TrustCompliance AdvantageProcurement InertiaLearning Curve YieldData Network Effects

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleDesign In QualificationIP Choke PointInstalled Base ConsumablesLong Term Contracts

Segment mix

OMRON Corporation segments

Full profile >

Industrial Automation Business (IAB)

Oligopoly

45%

Healthcare Business (HCB)

Competitive

18.2%

Social Systems, Solutions and Service Business (SSB)

Oligopoly

18.2%

Device and Module Solutions Business (DMB)

Competitive

13.2%

Data Solution Business (DSB)

Oligopoly

5.3%

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

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.