VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Stock Comparison
Tokyo Electron Limited vs Baidu, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Tokyo Electron Limited
8035 · Tokyo Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Tokyo Electron Limited's moat claims, evidence, and risks.
View 8035 analysisBaidu, Inc.
9888 · The Stock Exchange of Hong Kong Limited
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Baidu, Inc.'s moat claims, evidence, and risks.
View 9888 analysisComparison highlights
- Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 71 / 100 for Baidu, Inc.).
- Segment focus: Tokyo Electron Limited has 3 segments; Baidu, Inc. has 4 segments (54.5% in Online Marketing (Search & Feed Ads)).
- Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
- Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Baidu, Inc. has 10 across 4.
Primary market context
Tokyo Electron Limited
Coater/Developer (Lithography Track) Systems
Coater/developer track systems for semiconductor lithography
Global
Semiconductor fabs
Equipment OEM (process tool)
Baidu, Inc.
Online Marketing (Search & Feed Ads)
Chinese-language search and feed-based online marketing services
Mainland China
Advertisers (SMEs and larger enterprises) buying performance-based and feed ads
Search + feed platform operator / ad marketplace
54.5%
Side-by-side metrics
Moat coverage
Shared moat types
Tokyo Electron Limited strengths
Baidu, Inc. strengths
Segment mix
Tokyo Electron Limited segments
Full profile >Coater/Developer (Lithography Track) Systems
Quasi-Monopoly
Wafer Fab Process Tools (Etch/Cleaning/Deposition/Thermal/Bonding/Probing)
Oligopoly
Field Solutions (Spare Parts, Repairs, Upgrades, On-site Service, Used Tools)
Quasi-Monopoly
Baidu, Inc. segments
Full profile >Online Marketing (Search & Feed Ads)
Quasi-Monopoly
AI Cloud (IaaS/PaaS/SaaS + GenAI APIs)
Oligopoly
Intelligent Driving & Other Growth Initiatives
Oligopoly
iQIYI (Online Entertainment)
Oligopoly
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Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.