VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Tokyo Electron Limited vs Coloplast A/S

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

Coloplast A/S

COLOB · Nasdaq Copenhagen

Market cap (USD)
SectorHealthcare
CountryDK
Data as of2025-12-29
Moat score
77/ 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 Coloplast A/S's moat claims, evidence, and risks.

View COLOB analysis

Comparison highlights

  • Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 77 / 100 for Coloplast A/S).
  • Segment focus: Tokyo Electron Limited has 3 segments; Coloplast A/S has 5 segments (35.5% in Ostomy Care).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Coloplast A/S has 7 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)

Coloplast A/S

Ostomy Care

Market

Ostomy care products (bags, plates, supporting products)

Geography

Global

Customer

Healthcare providers and distributors; end-users are ostomy patients

Role

Medical device manufacturer (disposable consumables)

Revenue share

35.5%

Side-by-side metrics

Tokyo Electron Limited
Coloplast A/S
Ticker / Exchange
8035 - Tokyo Stock Exchange
COLOB - Nasdaq Copenhagen
Market cap (USD)
$100.5B
n/a
Sector
Technology
Healthcare
HQ country
JP
DK
Primary segment
Coater/Developer (Lithography Track) Systems
Ostomy Care
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-92% (reported)
35%-40% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
77 / 100
Moat domains
Demand, Supply
Demand, Legal, Supply
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Design In QualificationInstalled Base ConsumablesService Field Network

Tokyo Electron Limited strengths

Capex Knowhow ScaleLearning Curve Yield

Coloplast A/S strengths

Brand TrustTraining Org Change CostsReputation ReviewsCompliance 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

Coloplast A/S segments

Full profile >

Ostomy Care

Oligopoly

35.5%

Continence Care

Oligopoly

32.2%

Voice & Respiratory Care

Oligopoly

8.2%

Wound & Tissue Repair

Competitive

14.1%

Interventional Urology

Oligopoly

10%

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.