VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Tokyo Electron Limited vs Rightmove plc

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)$17.4T
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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 86 / 100 for Tokyo Electron Limited).
  • Segment focus: Tokyo Electron Limited has 3 segments; Rightmove plc has 3 segments (71.8% in Agency).
  • Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Rightmove plc has 5 across 2.

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)

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

Tokyo Electron Limited
Rightmove plc
Ticker / Exchange
8035 - Tokyo Stock Exchange
RMV - London Stock Exchange
Market cap (USD)
$17.4T
$5.2B
Gross margin (TTM)
46.6%
n/a
Operating margin (TTM)
27.6%
n/a
Net margin (TTM)
21.8%
n/a
Sector
Technology
Real Estate
Industry
Semiconductors
n/a
HQ country
JP
GB
Primary segment
Coater/Developer (Lithography Track) Systems
Agency
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
88%-92% (reported)
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
86 / 100
88 / 100
Moat domains
Demand, Supply
Network, Demand
Last update
2025-12-29
2026-01-09

Moat coverage

Shared moat types

No overlap yet.

Tokyo Electron Limited strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base ConsumablesService Field Network

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem ComplementsData Workflow Lockin

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

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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.

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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.