VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Tokyo Electron Limited vs Julius Baer Gruppe AG

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

Tokyo Electron Limited

8035 · Tokyo Stock Exchange

Market cap (USD)$100.5B
SectorTechnology
CountryJP
Data as of2025-12-29
Moat score
86/ 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 Tokyo Electron Limited's moat claims, evidence, and risks.

View 8035 analysis

Julius Baer Gruppe AG

BAER · SIX Swiss Exchange

Market cap (USD)$13.9B
SectorFinancials
CountryCH
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 Julius Baer Gruppe AG's moat claims, evidence, and risks.

View BAER analysis

Comparison highlights

  • Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 59 / 100 for Julius Baer Gruppe AG).
  • Segment focus: Tokyo Electron Limited has 3 segments; Julius Baer Gruppe AG has 1 segment (100% in Wealth Management (Private Banking)).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Julius Baer Gruppe AG has 5 across 4.

Primary market context

Tokyo Electron Limited

Coater/Developer (Lithography Track) Systems

Market

Coater/developer track systems for semiconductor lithography

Geography

Global

Customer

Semiconductor fabs

Role

Equipment OEM (process tool)

Julius Baer Gruppe AG

Wealth Management (Private Banking)

Market

Private banking and wealth management services

Geography

Global (focus: Switzerland, Europe, Asia)

Customer

High-net-worth and ultra-high-net-worth individuals

Role

Wealth manager / private bank (advisory + discretionary mandates)

Revenue share

100%

Side-by-side metrics

Tokyo Electron Limited
Julius Baer Gruppe AG
Ticker / Exchange
8035 - Tokyo Stock Exchange
BAER - SIX Swiss Exchange
Market cap (USD)
$100.5B
$13.9B
Sector
Technology
Financials
HQ country
JP
CH
Primary segment
Coater/Developer (Lithography Track) Systems
Wealth Management (Private Banking)
Market structure
Quasi-Monopoly
Competitive
Market share
88%-92% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
59 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal, Financial
Last update
2025-12-29
2025-12-30

Moat coverage

Shared moat types

Service Field Network

Tokyo Electron Limited strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base Consumables

Julius Baer Gruppe AG strengths

Brand TrustSwitching Costs GeneralCompliance AdvantageCost Of Capital Advantage

Segment mix

Tokyo Electron Limited segments

Full profile >

Coater/Developer (Lithography Track) Systems

Quasi-Monopoly

n/a

Wafer Fab Process Tools (Etch/Cleaning/Deposition/Thermal/Bonding/Probing)

Oligopoly

n/a

Field Solutions (Spare Parts, Repairs, Upgrades, On-site Service, Used Tools)

Quasi-Monopoly

n/a

Julius Baer Gruppe AG segments

Full profile >

Wealth Management (Private Banking)

Competitive

100%

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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.