VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

Stock Comparison

Analog Devices, Inc. vs ASM International N.V.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Analog Devices, Inc.

ADI · Nasdaq Global Select Market

Market cap (USD)$133B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-02
Moat score
59/ 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 Analog Devices, Inc.'s moat claims, evidence, and risks.

View ADI analysis

ASM International N.V.

ASM · Euronext Amsterdam

Market cap (USD)$27.2B
Gross margin (TTM)51.9%
Operating margin (TTM)30.1%
Net margin (TTM)23.9%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-29
Moat score
74/ 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 ASM International N.V.'s moat claims, evidence, and risks.

View ASM analysis

Comparison highlights

  • Moat score gap: ASM International N.V. leads (74 / 100 vs 59 / 100 for Analog Devices, Inc.).
  • Segment focus: Analog Devices, Inc. has 4 segments (44.7% in Industrial); ASM International N.V. has 3 segments.
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs n/a.
  • Moat breadth: Analog Devices, Inc. has 5 moat types across 2 domains; ASM International N.V. has 5 across 3.

Primary market context

Analog Devices, Inc.

Industrial

Market

Industrial analog, mixed-signal, RF and power management semiconductors

Geography

Global

Customer

B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)

Role

Semiconductor IC supplier

Revenue share

44.7%

ASM International N.V.

ALD equipment

Market

Single-wafer atomic layer deposition (ALD) equipment for semiconductor manufacturing

Geography

Global

Customer

Semiconductor manufacturers (logic/foundry, memory)

Role

Wafer fab equipment supplier

Side-by-side metrics

Analog Devices, Inc.
ASM International N.V.
Ticker / Exchange
ADI - Nasdaq Global Select Market
ASM - Euronext Amsterdam
Market cap (USD)
$133B
$27.2B
Gross margin (TTM)
n/a
51.9%
Operating margin (TTM)
n/a
30.1%
Net margin (TTM)
n/a
23.9%
Sector
Technology
Technology
Industry
n/a
Semiconductors
HQ country
US
NL
Primary segment
Industrial
ALD equipment
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
55%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
n/a
Moat score
59 / 100
74 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2026-01-02
2025-12-29

Moat coverage

Shared moat types

Design In Qualification

Analog Devices, Inc. strengths

Scope EconomiesCapex Knowhow ScaleData Workflow LockinBrand Trust

ASM International N.V. strengths

Learning Curve YieldIP Choke PointInstalled Base ConsumablesService Field Network

Segment mix

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

ASM International N.V. segments

Full profile >

ALD equipment

Quasi-Monopoly

n/a

Silicon epitaxy equipment

Oligopoly

n/a

Spares and services

Quasi-Monopoly

n/a

Want the full wide moat stocks list?

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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.