VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

ABB Ltd vs Applied Materials, Inc.

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

ABB Ltd

ABBN · SIX Swiss Exchange

Market cap (USD)$136.3B
SectorIndustrials
CountryCH
Data as of2025-12-31
Moat score
73/ 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 ABB Ltd's moat claims, evidence, and risks.

View ABBN 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.

Full stock profile

Dive deeper into Applied Materials, Inc.'s moat claims, evidence, and risks.

View AMAT analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 73 / 100 for ABB Ltd).
  • Segment focus: ABB Ltd has 4 segments (46.2% in Electrification); Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems).
  • Moat breadth: ABB Ltd has 6 moat types across 3 domains; Applied Materials, Inc. has 7 across 3.

Primary market context

ABB Ltd

Electrification

Market

Low- and medium-voltage electrification equipment and solutions

Geography

Global

Customer

B2B/B2G

Role

Manufacturer and solutions provider; channel-led distribution; after-sales service

Revenue share

46.2%

Applied Materials, Inc.

Semiconductor Systems

Market

Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools

Geography

Global

Customer

Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers

Role

OEM equipment supplier

Revenue share

73.3%

Side-by-side metrics

ABB Ltd
Applied Materials, Inc.
Ticker / Exchange
ABBN - SIX Swiss Exchange
AMAT - The Nasdaq Stock Market LLC
Market cap (USD)
$136.3B
$203.3B
Sector
Industrials
Technology
HQ country
CH
US
Primary segment
Electrification
Semiconductor Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
16%-20% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
76 / 100
Moat domains
Supply, Demand, Network
Supply, Demand, Legal
Last update
2025-12-31
2025-12-22

Moat coverage

Shared moat types

Service Field NetworkInstalled Base Consumables

ABB Ltd strengths

Distribution ControlBrand TrustData Workflow LockinEcosystem Complements

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleDesign In QualificationIP Choke PointLong Term Contracts

Segment mix

ABB Ltd segments

Full profile >

Electrification

Oligopoly

46.2%

Motion

Oligopoly

22%

Process Automation

Oligopoly

20.5%

Robotics & Discrete Automation

Oligopoly

9.8%

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

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.