VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Axcelis Technologies, Inc. vs Temenos AG

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

Temenos AG

TEMN · SIX Swiss Exchange

Market cap (USD)$6.5B
Gross margin (TTM)74%
Operating margin (TTM)47.3%
Net margin (TTM)26.2%
SectorTechnology
IndustrySoftware - Application
CountryCH
Data as of2025-12-28
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 Temenos AG's moat claims, evidence, and risks.

View TEMN analysis

Comparison highlights

  • Moat score: both at 64 / 100.
  • Segment focus: Axcelis Technologies, Inc. has 2 segments (68.1% in Ion implantation systems); Temenos AG has 2 segments (87.6% in Product).
  • Moat breadth: Axcelis Technologies, Inc. has 7 moat types across 2 domains; Temenos AG has 6 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%

Temenos AG

Product

Market

Banking software platforms (core banking, digital banking, payments, wealth, financial crime, analytics) for banks and financial institutions

Geography

Global

Customer

Banks and financial institutions

Role

Independent software vendor / platform provider

Revenue share

87.6%

Side-by-side metrics

Axcelis Technologies, Inc.
Temenos AG
Ticker / Exchange
ACLS - Nasdaq Global Select Market
TEMN - SIX Swiss Exchange
Market cap (USD)
$4.4B
$6.5B
Gross margin (TTM)
44.9%
74%
Operating margin (TTM)
14.2%
47.3%
Net margin (TTM)
14.3%
26.2%
Sector
Technology
Technology
Industry
Semiconductors
Software - Application
HQ country
US
CH
Primary segment
Ion implantation systems
Product
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
64 / 100
Moat domains
Demand, Supply
Demand, Network, Supply
Last update
2026-04-25
2025-12-28

Moat coverage

Shared moat types

Brand Trust

Axcelis Technologies, Inc. strengths

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

Temenos AG strengths

Training Org Change CostsEcosystem ComplementsSuite BundlingLong Term ContractsOperational Excellence

Segment mix

Axcelis Technologies, Inc. segments

Full profile >

Ion implantation systems

Oligopoly

68.1%

Customer Solutions & Innovation aftermarket

Competitive

31.9%

Temenos AG segments

Full profile >

Product

Oligopoly

87.6%

Services

Competitive

12.4%

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.