VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Friday, January 2, 2026
Stock Comparison
Analog Devices, Inc. vs Applied Materials, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Analog Devices, Inc.
ADI · Nasdaq Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Analog Devices, Inc.'s moat claims, evidence, and risks.
View ADI analysisApplied Materials, Inc.
AMAT · The Nasdaq Stock Market LLC
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Applied Materials, Inc.'s moat claims, evidence, and risks.
View AMAT analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 59 / 100 for Analog Devices, Inc.).
- Segment focus: Analog Devices, Inc. has 4 segments (44.7% in Industrial); Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: Analog Devices, Inc. has 5 moat types across 2 domains; Applied Materials, Inc. has 7 across 3.
Primary market context
Analog Devices, Inc.
Industrial
Industrial analog, mixed-signal, RF and power management semiconductors
Global
B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)
Semiconductor IC supplier
44.7%
Applied Materials, Inc.
Semiconductor Systems
Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools
Global
Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers
OEM equipment supplier
73.3%
Side-by-side metrics
Moat coverage
Shared moat types
Analog Devices, Inc. strengths
Applied Materials, Inc. strengths
Segment mix
Analog Devices, Inc. segments
Full profile >Industrial
Oligopoly
Automotive
Oligopoly
Communications
Oligopoly
Consumer
Competitive
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
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View the moat stocks listCuration & 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.