VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
Tokyo Electron Limited vs Netflix, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Tokyo Electron Limited
8035 · Tokyo Stock Exchange
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 analysisNetflix, Inc.
NFLX · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Netflix, Inc.'s moat claims, evidence, and risks.
View NFLX analysisComparison highlights
- Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 65 / 100 for Netflix, Inc.).
- Segment focus: Tokyo Electron Limited has 3 segments; Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Netflix, Inc. has 5 across 4.
Primary market context
Tokyo Electron Limited
Coater/Developer (Lithography Track) Systems
Coater/developer track systems for semiconductor lithography
Global
Semiconductor fabs
Equipment OEM (process tool)
Netflix, Inc.
Streaming entertainment platform
Paid streaming video entertainment (SVOD/AVOD)
Global
Consumers (B2C); advertisers via ad-supported inventory
Streaming platform operator; content producer/licensor
100%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Tokyo Electron Limited strengths
Netflix, Inc. strengths
Segment mix
Tokyo Electron Limited segments
Full profile >Coater/Developer (Lithography Track) Systems
Quasi-Monopoly
Wafer Fab Process Tools (Etch/Cleaning/Deposition/Thermal/Bonding/Probing)
Oligopoly
Field Solutions (Spare Parts, Repairs, Upgrades, On-site Service, Used Tools)
Quasi-Monopoly
Netflix, Inc. segments
Full profile >Streaming entertainment platform
Oligopoly
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.