VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Tokyo Electron Limited vs Industria de Diseno Textil, S.A.

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)$17.1T
Gross margin (TTM)46.6%
Operating margin (TTM)27.6%
Net margin (TTM)21.8%
SectorTechnology
IndustrySemiconductors
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

Industria de Diseno Textil, S.A.

ITX · Bolsa de Madrid

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryES
Data as of2026-01-06
Moat score
69/ 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 Industria de Diseno Textil, S.A.'s moat claims, evidence, and risks.

View ITX analysis

Comparison highlights

  • Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 69 / 100 for Industria de Diseno Textil, S.A.).
  • Segment focus: Tokyo Electron Limited has 3 segments; Industria de Diseno Textil, S.A. has 3 segments (71.9% in Zara / Zara Home).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Industria de Diseno Textil, S.A. 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)

Industria de Diseno Textil, S.A.

Zara / Zara Home

Market

Fast-fashion apparel and home goods retail (Zara and Zara Home)

Geography

Global

Customer

Consumers (end-users) via owned stores and e-commerce

Role

Brand owner + omnichannel retailer

Revenue share

71.9%

Side-by-side metrics

Tokyo Electron Limited
Industria de Diseno Textil, S.A.
Ticker / Exchange
8035 - Tokyo Stock Exchange
ITX - Bolsa de Madrid
Market cap (USD)
$17.1T
n/a
Gross margin (TTM)
46.6%
n/a
Operating margin (TTM)
27.6%
n/a
Net margin (TTM)
21.8%
n/a
Sector
Technology
Consumer
Industry
Semiconductors
n/a
HQ country
JP
ES
Primary segment
Coater/Developer (Lithography Track) Systems
Zara / Zara Home
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
69 / 100
Moat domains
Demand, Supply
Supply, Demand, Financial
Last update
2025-12-29
2026-01-06

Moat coverage

Shared moat types

No overlap yet.

Tokyo Electron Limited strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base ConsumablesService Field Network

Industria de Diseno Textil, S.A. strengths

Supply Chain ControlDistribution ControlBrand TrustNegative Working Capital

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

Industria de Diseno Textil, S.A. segments

Full profile >

Zara / Zara Home

Competitive

71.9%

Bershka

Competitive

7.6%

Other Concepts (Pull&Bear, Massimo Dutti, Stradivarius, Oysho)

Competitive

20.5%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.