VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Tokyo Electron Limited vs Brookfield Infrastructure Partners L.P.

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

Brookfield Infrastructure Partners L.P.

BIP · New York Stock Exchange

Market cap (USD)
SectorUtilities
CountryBM
Data as of2025-12-31
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 Brookfield Infrastructure Partners L.P.'s moat claims, evidence, and risks.

View BIP analysis

Comparison highlights

  • Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 74 / 100 for Brookfield Infrastructure Partners L.P.).
  • Segment focus: Tokyo Electron Limited has 3 segments; Brookfield Infrastructure Partners L.P. has 4 segments.
  • 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; Brookfield Infrastructure Partners L.P. has 4 across 3.

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)

Brookfield Infrastructure Partners L.P.

Utilities

Market

Regulated and contracted utility infrastructure (electric transmission, gas pipelines/distribution, metering and residential energy services)

Geography

Global

Customer

Regulators and contracted counterparties; residential and commercial end-users via utility networks

Role

Owner-operator of regulated networks and contracted utility assets

Side-by-side metrics

Tokyo Electron Limited
Brookfield Infrastructure Partners L.P.
Ticker / Exchange
8035 - Tokyo Stock Exchange
BIP - New York Stock Exchange
Market cap (USD)
$100.5B
n/a
Sector
Technology
Utilities
HQ country
JP
BM
Primary segment
Coater/Developer (Lithography Track) Systems
Utilities
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
88%-92% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
74 / 100
Moat domains
Demand, Supply
Legal, Demand, Supply
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Tokyo Electron Limited strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base ConsumablesService Field Network

Brookfield Infrastructure Partners L.P. strengths

Concession LicenseLong Term ContractsPhysical Network DensityScale Economies Unit Cost

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

Brookfield Infrastructure Partners L.P. segments

Full profile >

Utilities

Quasi-Monopoly

n/a

Transport

Oligopoly

n/a

Midstream

Oligopoly

n/a

Data

Oligopoly

n/a

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.