VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Axcelis Technologies, Inc. vs Autodesk, Inc.

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

Axcelis Technologies, Inc.

ACLS · Nasdaq Global Select Market

Market cap (USD)$4.4B
Gross margin (TTM)44.9%
Operating margin (TTM)14.2%
Net margin (TTM)14.3%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-04-25
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 Axcelis Technologies, Inc.'s moat claims, evidence, and risks.

View ACLS analysis

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$49.2B
Gross margin (TTM)92%
Operating margin (TTM)23.4%
Net margin (TTM)15.6%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-29
Moat score
69/ 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 Autodesk, Inc.'s moat claims, evidence, and risks.

View ADSK analysis

Comparison highlights

  • Moat score gap: Autodesk, Inc. leads (69 / 100 vs 64 / 100 for Axcelis Technologies, Inc.).
  • Segment focus: Axcelis Technologies, Inc. has 2 segments (68.1% in Ion implantation systems); Autodesk, Inc. has 5 segments (47.9% in Architecture, Engineering, Construction and Operations (AECO)).
  • Moat breadth: Axcelis Technologies, Inc. has 7 moat types across 2 domains; Autodesk, Inc. has 7 across 2.

Primary market context

Axcelis Technologies, Inc.

Ion implantation systems

Market

Global semiconductor ion implantation equipment for wafer fabrication

Geography

Global, concentrated in Asia-Pacific semiconductor fabs

Customer

Semiconductor manufacturers, foundries, IDMs, power-device makers, memory producers and logic fabs

Role

OEM supplier of high current, medium current and high energy ion implantation systems

Revenue share

68.1%

Autodesk, Inc.

Architecture, Engineering, Construction and Operations (AECO)

Market

Architecture, engineering, construction & operations (AECO) software (BIM, civil design, construction management)

Geography

Global

Customer

B2B / professional

Role

Software vendor (design + construction workflow platform)

Revenue share

47.9%

Side-by-side metrics

Axcelis Technologies, Inc.
Autodesk, Inc.
Ticker / Exchange
ACLS - Nasdaq Global Select Market
ADSK - NASDAQ
Market cap (USD)
$4.4B
$49.2B
Gross margin (TTM)
44.9%
92%
Operating margin (TTM)
14.2%
23.4%
Net margin (TTM)
14.3%
15.6%
Sector
Technology
Technology
Industry
Semiconductors
Software - Application
HQ country
US
US
Primary segment
Ion implantation systems
Architecture, Engineering, Construction and Operations (AECO)
Market structure
Oligopoly
Oligopoly
Market share
19%-21% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
69 / 100
Moat domains
Demand, Supply
Demand, Network
Last update
2026-04-25
2025-12-29

Moat coverage

Shared moat types

Brand TrustProcurement Inertia

Axcelis Technologies, Inc. strengths

Design In QualificationLearning Curve YieldCapex Knowhow ScaleInstalled Base ConsumablesService Field Network

Autodesk, Inc. strengths

Data Workflow LockinSuite BundlingTwo Sided NetworkFormat Lock InEcosystem Complements

Segment mix

Axcelis Technologies, Inc. segments

Full profile >

Ion implantation systems

Oligopoly

68.1%

Customer Solutions & Innovation aftermarket

Competitive

31.9%

Autodesk, Inc. segments

Full profile >

Architecture, Engineering, Construction and Operations (AECO)

Oligopoly

47.9%

AutoCAD and AutoCAD LT

Quasi-Monopoly

25.6%

Manufacturing (MFG)

Oligopoly

19.4%

Media and Entertainment (M&E)

Competitive

5.1%

Other (Consulting and other products/services)

Competitive

1.9%

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.