VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Apple Inc. vs NXP Semiconductors 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)$3.9T
Gross margin (TTM)47.3%
Operating margin (TTM)32.4%
Net margin (TTM)27%
SectorTechnology
IndustryConsumer Electronics
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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$58.5B
Gross margin (TTM)54.6%
Operating margin (TTM)26.4%
Net margin (TTM)16.5%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

Comparison highlights

  • Moat score gap: Apple Inc. leads (87 / 100 vs 64 / 100 for NXP Semiconductors N.V.).
  • Segment focus: Apple Inc. has 5 segments (50.4% in iPhone); NXP Semiconductors N.V. has 4 segments (56.7% in Automotive).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Apple Inc. has 7 moat types across 3 domains; NXP Semiconductors N.V. has 8 across 4.

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%

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

Side-by-side metrics

Apple Inc.
NXP Semiconductors N.V.
Ticker / Exchange
AAPL - NASDAQ
NXPI - The Nasdaq Global Select Market
Market cap (USD)
$3.9T
$58.5B
Gross margin (TTM)
47.3%
54.6%
Operating margin (TTM)
32.4%
26.4%
Net margin (TTM)
27%
16.5%
Sector
Technology
Technology
Industry
Consumer Electronics
Semiconductors
HQ country
US
NL
Primary segment
iPhone
Automotive
Market structure
Oligopoly
Oligopoly
Market share
14%-17% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
87 / 100
64 / 100
Moat domains
Demand, Network, Supply
Demand, Supply, Network, Legal
Last update
2025-12-20
2025-12-22

Moat coverage

Shared moat types

Ecosystem Complements

Apple Inc. strengths

Brand TrustScale Economies Unit CostSwitching Costs GeneralDefault OS GatewayTwo Sided NetworkInstalled Base Consumables

NXP Semiconductors N.V. strengths

Design In QualificationTraining Org Change CostsCapacity MoatProcurement InertiaScope EconomiesCapex Knowhow ScaleCompliance Advantage

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%

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

Want the full wide moat stocks list?

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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.