VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Monday, December 29, 2025
Stock Comparison
Tokyo Electron Limited vs WiseTech Global Limited
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 analysisWiseTech Global Limited
WTC · ASX
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into WiseTech Global Limited's moat claims, evidence, and risks.
View WTC analysisComparison highlights
- Moat score: both at 86 / 100.
- Segment focus: Tokyo Electron Limited has 3 segments; WiseTech Global Limited has 3 segments (87.6% in CargoWise).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
- Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; WiseTech Global Limited has 6 across 2.
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)
WiseTech Global Limited
CargoWise
Enterprise logistics execution software for freight forwarders, customs brokers and 3PLs (CargoWise platform)
Global
Logistics service providers (freight forwarders, customs brokers, 3PLs)
SaaS software platform vendor
87.6%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Tokyo Electron Limited strengths
WiseTech Global Limited 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
WiseTech Global Limited segments
Full profile >CargoWise
Oligopoly
Non-CargoWise acquired platforms (legacy)
Competitive
e2open (multi-enterprise supply chain applications & network; acquired)
Oligopoly
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View the moat stocks listCuration & 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.