VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Axcelis Technologies, Inc. vs Oracle Corporation

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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$507B
Gross margin (TTM)66.4%
Operating margin (TTM)30.8%
Net margin (TTM)25.3%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: Axcelis Technologies, Inc. leads (64 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Axcelis Technologies, Inc. has 2 segments (68.1% in Ion implantation systems); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Axcelis Technologies, Inc. has 7 moat types across 2 domains; Oracle Corporation has 7 across 3.

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%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

Axcelis Technologies, Inc.
Oracle Corporation
Ticker / Exchange
ACLS - Nasdaq Global Select Market
ORCL - New York Stock Exchange
Market cap (USD)
$4.4B
$507B
Gross margin (TTM)
44.9%
66.4%
Operating margin (TTM)
14.2%
30.8%
Net margin (TTM)
14.3%
25.3%
Sector
Technology
Technology
Industry
Semiconductors
Software - Infrastructure
HQ country
US
US
Primary segment
Ion implantation systems
Infrastructure cloud services and license support
Market structure
Oligopoly
Oligopoly
Market share
19%-21% (estimated)
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
64 / 100
56 / 100
Moat domains
Demand, Supply
Demand, Supply, Network
Last update
2026-04-25
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow Scale

Axcelis Technologies, Inc. strengths

Design In QualificationLearning Curve YieldBrand TrustInstalled Base ConsumablesService Field NetworkProcurement Inertia

Oracle Corporation strengths

Suite BundlingLong Term ContractsInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

Segment mix

Axcelis Technologies, Inc. segments

Full profile >

Ion implantation systems

Oligopoly

68.1%

Customer Solutions & Innovation aftermarket

Competitive

31.9%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

Want the full wide moat stocks list?

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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.