VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Agilent Technologies, Inc. vs ASM International N.V.

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.

Full stock profile

Dive deeper into Agilent Technologies, Inc.'s moat claims, evidence, and risks.

View A analysis

ASM International N.V.

ASM · Euronext Amsterdam

Market cap (USD)
SectorTechnology
CountryNL
Data as of2025-12-29
Moat score
74/ 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 ASM International N.V.'s moat claims, evidence, and risks.

View ASM analysis

Comparison highlights

  • Moat score gap: ASM International N.V. leads (74 / 100 vs 65 / 100 for Agilent Technologies, Inc.).
  • Segment focus: Agilent Technologies, Inc. has 3 segments (41.9% in Agilent CrossLab); ASM International N.V. has 3 segments.
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Strong vs n/a.
  • Moat breadth: Agilent Technologies, Inc. has 5 moat types across 2 domains; ASM International N.V. has 5 across 3.

Primary market context

Agilent Technologies, Inc.

Agilent CrossLab

Market

Laboratory services, compliance/maintenance, consumables and lab informatics across the lab workflow

Geography

Global

Customer

B2B (installed base labs across pharma, diagnostics, academia and applied markets)

Role

Aftermarket services + consumables + informatics

Revenue share

41.9%

ASM International N.V.

ALD equipment

Market

Single-wafer atomic layer deposition (ALD) equipment for semiconductor manufacturing

Geography

Global

Customer

Semiconductor manufacturers (logic/foundry, memory)

Role

Wafer fab equipment supplier

Side-by-side metrics

Agilent Technologies, Inc.
ASM International N.V.
Ticker / Exchange
A - New York Stock Exchange
ASM - Euronext Amsterdam
Market cap (USD)
$38.9B
n/a
Sector
Healthcare
Technology
HQ country
US
NL
Primary segment
Agilent CrossLab
ALD equipment
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
55%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
n/a
Moat score
65 / 100
74 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2025-12-22
2025-12-29

Moat coverage

Shared moat types

Design In QualificationInstalled Base ConsumablesService Field Network

Agilent Technologies, Inc. strengths

Brand TrustData Workflow Lockin

ASM International N.V. strengths

Learning Curve YieldIP Choke Point

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%

ASM International N.V. segments

Full profile >

ALD equipment

Quasi-Monopoly

n/a

Silicon epitaxy equipment

Oligopoly

n/a

Spares and services

Quasi-Monopoly

n/a

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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.