VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Tokyo Electron Limited vs Monster Beverage Corporation

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

Monster Beverage Corporation

MNST · Nasdaq Global Select Market

Market cap (USD)$65.7B
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
76/ 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 Monster Beverage Corporation's moat claims, evidence, and risks.

View MNST analysis

Comparison highlights

  • Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 76 / 100 for Monster Beverage Corporation).
  • Segment focus: Tokyo Electron Limited has 3 segments; Monster Beverage Corporation has 4 segments (91.6% in Monster Energy Drinks).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Monster Beverage Corporation has 5 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)

Monster Beverage Corporation

Monster Energy Drinks

Market

Energy drinks

Geography

Global

Customer

Retail consumers (via bottlers/distributors and retailers); some direct-to-retail

Role

Brand owner, marketer, and RTD finished-goods seller

Revenue share

91.6%

Side-by-side metrics

Tokyo Electron Limited
Monster Beverage Corporation
Ticker / Exchange
8035 - Tokyo Stock Exchange
MNST - Nasdaq Global Select Market
Market cap (USD)
$100.5B
$65.7B
Sector
Technology
Consumer
HQ country
JP
US
Primary segment
Coater/Developer (Lithography Track) Systems
Monster Energy Drinks
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-92% (reported)
33%-35% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
76 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
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

Monster Beverage Corporation strengths

Distribution ControlBrand TrustPreferential Input AccessContractual ExclusivitySpecialty flavor formulations (AFF)

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

Monster Beverage Corporation segments

Full profile >

Monster Energy Drinks

Oligopoly

91.6%

Strategic Brands

Oligopoly

5.8%

Alcohol Brands

Competitive

2.3%

Other (AFF Third-Party Products)

Competitive

0.3%

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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.