VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Apple Inc. vs ASM International N.V.

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

Apple Inc.

AAPL · NASDAQ

Market cap (USD)$3T
SectorTechnology
CountryUS
Data as of2025-12-20
Moat score
87/ 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 Apple Inc.'s moat claims, evidence, and risks.

View AAPL 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: Apple Inc. leads (87 / 100 vs 74 / 100 for ASM International N.V.).
  • Segment focus: Apple Inc. has 5 segments (50.4% in iPhone); ASM International N.V. has 3 segments.
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs n/a.
  • Moat breadth: Apple Inc. has 7 moat types across 3 domains; ASM International N.V. has 5 across 3.

Primary market context

Apple Inc.

iPhone

Market

Smartphones (with focus on premium smartphones and iOS ecosystem devices)

Geography

Global

Customer

Consumers and enterprises (end-users), plus carrier/retail channels

Role

OEM / platform owner

Revenue share

50.4%

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

Apple Inc.
ASM International N.V.
Ticker / Exchange
AAPL - NASDAQ
ASM - Euronext Amsterdam
Market cap (USD)
$3T
n/a
Sector
Technology
Technology
HQ country
US
NL
Primary segment
iPhone
ALD equipment
Market structure
Oligopoly
Quasi-Monopoly
Market share
14%-17% (reported)
55%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
n/a
Moat score
87 / 100
74 / 100
Moat domains
Demand, Network, Supply
Supply, Demand, Legal
Last update
2025-12-20
2025-12-29

Moat coverage

Shared moat types

Installed Base Consumables

Apple Inc. strengths

Brand TrustEcosystem ComplementsScale Economies Unit CostSwitching Costs GeneralDefault OS GatewayTwo Sided Network

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointService Field Network

Segment mix

Apple Inc. segments

Full profile >

iPhone

Oligopoly

50.4%

Mac

Oligopoly

8.1%

iPad

Oligopoly

6.7%

Wearables, Home and Accessories

Competitive

8.6%

Services

Quasi-Monopoly

26.2%

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

Want the full wide moat stocks list?

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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.