VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Nintendo Co., Ltd. vs ASM International N.V.

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

Nintendo Co., Ltd.

7974.JP · Tokyo Stock Exchange

Market cap (USD)
SectorCommunication Services
CountryJP
Data as of2026-01-01
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 Nintendo Co., Ltd.'s moat claims, evidence, and risks.

View 7974.JP analysis

ASM International N.V.

ASM · Euronext Amsterdam

Market cap (USD)
SectorTechnology
CountryNL
Data as of2025-12-29
Moat score
74/ 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 ASM International N.V.'s moat claims, evidence, and risks.

View ASM analysis

Comparison highlights

  • Moat score gap: Nintendo Co., Ltd. leads (76 / 100 vs 74 / 100 for ASM International N.V.).
  • Segment focus: Nintendo Co., Ltd. has 3 segments (90.2% in Nintendo Switch platform ecosystem); ASM International N.V. has 3 segments.
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs n/a.
  • Moat breadth: Nintendo Co., Ltd. has 5 moat types across 3 domains; ASM International N.V. has 5 across 3.

Primary market context

Nintendo Co., Ltd.

Nintendo Switch platform ecosystem

Market

Dedicated console gaming platform ecosystem (hardware + software + digital storefront + online services)

Geography

Global

Customer

Consumers

Role

Platform owner / first-party publisher

Revenue share

90.2%

ASM International N.V.

ALD equipment

Market

Single-wafer atomic layer deposition (ALD) equipment for semiconductor manufacturing

Geography

Global

Customer

Semiconductor manufacturers (logic/foundry, memory)

Role

Wafer fab equipment supplier

Side-by-side metrics

Nintendo Co., Ltd.
ASM International N.V.
Ticker / Exchange
7974.JP - Tokyo Stock Exchange
ASM - Euronext Amsterdam
Market cap (USD)
n/a
n/a
Sector
Communication Services
Technology
HQ country
JP
NL
Primary segment
Nintendo Switch platform ecosystem
ALD equipment
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
55%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
76 / 100
74 / 100
Moat domains
Network, Demand, Legal
Supply, Demand, Legal
Last update
2026-01-01
2025-12-29

Moat coverage

Shared moat types

IP Choke Point

Nintendo Co., Ltd. strengths

Ecosystem ComplementsSwitching Costs GeneralBrand TrustContent Rights Currency

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationInstalled Base ConsumablesService Field Network

Segment mix

Nintendo Co., Ltd. segments

Full profile >

Nintendo Switch platform ecosystem

Oligopoly

90.2%

Mobile and IP-related income

Competitive

5.8%

Other products and legacy platforms

Competitive

4%

ASM International N.V. segments

Full profile >

ALD equipment

Quasi-Monopoly

n/a

Silicon epitaxy equipment

Oligopoly

n/a

Spares and services

Quasi-Monopoly

n/a

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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.