VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Axcelis Technologies, Inc. vs SS&C Technologies Holdings, 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

SS&C Technologies Holdings, Inc.

SSNC · NASDAQ

Market cap (USD)$16.9B
Gross margin (TTM)48%
Operating margin (TTM)23.1%
Net margin (TTM)12.7%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-01-11
Moat score
68/ 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 SS&C Technologies Holdings, Inc.'s moat claims, evidence, and risks.

View SSNC analysis

Comparison highlights

  • Moat score gap: SS&C Technologies Holdings, Inc. leads (68 / 100 vs 64 / 100 for Axcelis Technologies, Inc.).
  • Segment focus: Axcelis Technologies, Inc. has 2 segments (68.1% in Ion implantation systems); SS&C Technologies Holdings, Inc. has 3 segments (82.3% in Software-enabled services).
  • Moat breadth: Axcelis Technologies, Inc. has 7 moat types across 2 domains; SS&C Technologies Holdings, Inc. has 7 across 4.

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%

SS&C Technologies Holdings, Inc.

Software-enabled services

Market

Software-enabled outsourcing and subscription services for financial services and healthcare (fund administration, transfer agency, middle/back office BPO, managed IT)

Geography

Global

Customer

Financial services firms (asset/wealth managers, alternative managers, banks, insurers) and healthcare payers/administrators

Role

Service provider / outsourcer (SaaS + BPO)

Revenue share

82.3%

Side-by-side metrics

Axcelis Technologies, Inc.
SS&C Technologies Holdings, Inc.
Ticker / Exchange
ACLS - Nasdaq Global Select Market
SSNC - NASDAQ
Market cap (USD)
$4.4B
$16.9B
Gross margin (TTM)
44.9%
48%
Operating margin (TTM)
14.2%
23.1%
Net margin (TTM)
14.3%
12.7%
Sector
Technology
Technology
Industry
Semiconductors
Software - Application
HQ country
US
US
Primary segment
Ion implantation systems
Software-enabled services
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
68 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal, Network
Last update
2026-04-25
2026-01-11

Moat coverage

Shared moat types

No overlap yet.

Axcelis Technologies, Inc. strengths

Design In QualificationLearning Curve YieldCapex Knowhow ScaleBrand TrustInstalled Base ConsumablesService Field NetworkProcurement Inertia

SS&C Technologies Holdings, Inc. strengths

Data Workflow LockinScale Economies Unit CostCompliance AdvantageSuite BundlingLong Term ContractsTwo Sided NetworkInteroperability Hub

Segment mix

Axcelis Technologies, Inc. segments

Full profile >

Ion implantation systems

Oligopoly

68.1%

Customer Solutions & Innovation aftermarket

Competitive

31.9%

SS&C Technologies Holdings, Inc. segments

Full profile >

Software-enabled services

Oligopoly

82.3%

License, maintenance and related

Oligopoly

17.7%

Funds network connectivity (Calastone)

Oligopoly

n/a

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.