VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Analog Devices, Inc. vs Fiserv, 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

Market cap (USD)$148.8B
Gross margin (TTM)59.8%
Operating margin (TTM)26.6%
Net margin (TTM)20.6%
SectorTechnology
IndustrySemiconductors
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

Fiserv, Inc.

FISV · NASDAQ

Market cap (USD)$37.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
67/ 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 Fiserv, Inc.'s moat claims, evidence, and risks.

View FISV analysis

Comparison highlights

  • Moat score gap: Fiserv, Inc. leads (67 / 100 vs 59 / 100 for Analog Devices, Inc.).
  • Segment focus: Analog Devices, Inc. has 4 segments (44.7% in Industrial); Fiserv, Inc. has 2 segments (50.4% in Merchant).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Analog Devices, Inc. has 5 moat types across 2 domains; Fiserv, Inc. has 6 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%

Fiserv, Inc.

Merchant

Market

Merchant acquiring and commerce enablement (SMB + enterprise omnichannel payments, POS, gateway/orchestration, and related software)

Geography

Global

Customer

Merchants (SMB and enterprise), plus channel partners (ISVs/ISOs/financial institutions) that serve or refer merchants

Role

Merchant acquirer / payment processor / commerce and POS platform provider

Revenue share

50.4%

Side-by-side metrics

Analog Devices, Inc.
Fiserv, Inc.
Ticker / Exchange
ADI - Nasdaq Global Select Market
FISV - NASDAQ
Market cap (USD)
$148.8B
$37.7B
Gross margin (TTM)
59.8%
n/a
Operating margin (TTM)
26.6%
n/a
Net margin (TTM)
20.6%
n/a
Sector
Technology
Financials
Industry
Semiconductors
n/a
HQ country
US
US
Primary segment
Industrial
Merchant
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
59 / 100
67 / 100
Moat domains
Demand, Supply
Network, Supply, Demand
Last update
2026-01-02
2026-01-10

Moat coverage

Shared moat types

No overlap yet.

Analog Devices, Inc. strengths

Design In QualificationScope EconomiesCapex Knowhow ScaleData Workflow LockinBrand Trust

Fiserv, Inc. strengths

Ecosystem ComplementsDistribution ControlScale Economies Unit CostTraining Org Change CostsTwo Sided NetworkSuite Bundling

Segment mix

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

Fiserv, Inc. segments

Full profile >

Merchant

Oligopoly

50.4%

Financial

Oligopoly

49.6%

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.