VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Axcelis Technologies, Inc. vs Judges Scientific plc

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

Judges Scientific plc

JDG · London Stock Exchange - AIM

Market cap (USD)$404M
Gross margin (TTM)12.5%
Operating margin (TTM)10.6%
Net margin (TTM)5.7%
SectorTechnology
IndustryHardware, Equipment & Parts
CountryGB
Data as of2026-01-06
Moat score
63/ 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 Judges Scientific plc's moat claims, evidence, and risks.

View JDG analysis

Comparison highlights

  • Moat score gap: Axcelis Technologies, Inc. leads (64 / 100 vs 63 / 100 for Judges Scientific plc).
  • Segment focus: Axcelis Technologies, Inc. has 2 segments (68.1% in Ion implantation systems); Judges Scientific plc has 2 segments (51.7% in Vacuum).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Axcelis Technologies, Inc. has 7 moat types across 2 domains; Judges Scientific plc has 3 across 1.

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%

Judges Scientific plc

Vacuum

Market

Vacuum and surface-science related instrumentation (e.g., UHV/vacuum components and systems, thin-film/surface engineering adjacent tools)

Geography

Global

Customer

Research labs and high-tech manufacturing

Role

Equipment manufacturer

Revenue share

51.7%

Side-by-side metrics

Axcelis Technologies, Inc.
Judges Scientific plc
Ticker / Exchange
ACLS - Nasdaq Global Select Market
JDG - London Stock Exchange - AIM
Market cap (USD)
$4.4B
$404M
Gross margin (TTM)
44.9%
12.5%
Operating margin (TTM)
14.2%
10.6%
Net margin (TTM)
14.3%
5.7%
Sector
Technology
Technology
Industry
Semiconductors
Hardware, Equipment & Parts
HQ country
US
GB
Primary segment
Ion implantation systems
Vacuum
Market structure
Oligopoly
Competitive
Market share
19%-21% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
63 / 100
Moat domains
Demand, Supply
Demand
Last update
2026-04-25
2026-01-06

Moat coverage

Shared moat types

Brand Trust

Axcelis Technologies, Inc. strengths

Design In QualificationLearning Curve YieldCapex Knowhow ScaleInstalled Base ConsumablesService Field NetworkProcurement Inertia

Judges Scientific plc strengths

Switching Costs GeneralBuy-and-build acquisition engine

Segment mix

Axcelis Technologies, Inc. segments

Full profile >

Ion implantation systems

Oligopoly

68.1%

Customer Solutions & Innovation aftermarket

Competitive

31.9%

Judges Scientific plc segments

Full profile >

Materials Sciences

Competitive

48.4%

Vacuum

Competitive

51.7%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.