VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Agilent Technologies, Inc. vs Applied Materials, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Agilent Technologies, Inc.

A · New York Stock Exchange

Market cap (USD)$38.9B
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
65/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Applied Materials, Inc.

AMAT · The Nasdaq Stock Market LLC

Market cap (USD)$203.3B
SectorTechnology
CountryUS
Data as of2025-12-22
Moat score
76/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Agilent Technologies, Inc.
Applied Materials, Inc.
Ticker / Exchange
A - New York Stock Exchange
AMAT - The Nasdaq Stock Market LLC
Market cap (USD)
$38.9B
$203.3B
Sector
Healthcare
Technology
HQ country
US
US
Primary segment
Agilent CrossLab
Semiconductor Systems
Market structure
Competitive
Oligopoly
Market share
n/a
16%-20% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
65 / 100
76 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2025-12-22
2025-12-22

Moat coverage

Shared moat types

Design In QualificationInstalled Base ConsumablesService Field Network

Agilent Technologies, Inc. strengths

Brand TrustData Workflow Lockin

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleIP Choke PointLong Term Contracts

Segment mix

Agilent Technologies, Inc. segments

Full profile >

Life Sciences and Diagnostics Markets

Oligopoly

39.2%

Agilent CrossLab

Competitive

41.9%

Applied Markets

Oligopoly

18.9%

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

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 Pricing, features, and availability may be incomplete or out of date.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.