VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Monday, December 29, 2025

Stock Comparison

Tokyo Electron Limited vs Koninklijke Philips N.V.

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

Koninklijke Philips N.V.

PHIA · Euronext Amsterdam

Market cap (USD)$26B
SectorHealthcare
CountryNL
Data as of2025-12-28
Moat score
68/ 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 Koninklijke Philips N.V.'s moat claims, evidence, and risks.

View PHIA analysis

Comparison highlights

  • Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 68 / 100 for Koninklijke Philips N.V.).
  • Segment focus: Tokyo Electron Limited has 3 segments; Koninklijke Philips N.V. has 3 segments (48.9% in Diagnosis & Treatment).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Koninklijke Philips N.V. has 6 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)

Koninklijke Philips N.V.

Diagnosis & Treatment

Market

Medical imaging, image-guided therapy systems, and enterprise imaging informatics

Geography

Global

Customer

Hospitals & clinics

Role

OEM systems + software + services

Revenue share

48.9%

Side-by-side metrics

Tokyo Electron Limited
Koninklijke Philips N.V.
Ticker / Exchange
8035 - Tokyo Stock Exchange
PHIA - Euronext Amsterdam
Market cap (USD)
$100.5B
$26B
Sector
Technology
Healthcare
HQ country
JP
NL
Primary segment
Coater/Developer (Lithography Track) Systems
Diagnosis & Treatment
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-92% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
68 / 100
Moat domains
Demand, Supply
Demand, Supply, Network
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Installed Base ConsumablesService Field Network

Tokyo Electron Limited strengths

Design In QualificationCapex Knowhow ScaleLearning Curve Yield

Koninklijke Philips N.V. strengths

Data Workflow LockinInteroperability HubProcurement InertiaBrand Trust

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

Koninklijke Philips N.V. segments

Full profile >

Diagnosis & Treatment

Oligopoly

48.9%

Connected Care

Oligopoly

28.3%

Personal Health

Competitive

20%

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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.