★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Analog Devices, Inc. vs Microchip Technology Incorporated

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)$181.7B
Gross margin (TTM)65.8%
Operating margin (TTM)35.6%
Net margin (TTM)29.8%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-08-23
Moat score
61/ 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

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$41.3B
Gross margin (TTM)60.2%
Operating margin (TTM)15.5%
Net margin (TTM)8.8%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-08-23
Moat score
70/ 100

Partial score covering 78% of segment weight.

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Microchip Technology Incorporated's moat claims, evidence, and risks.

View MCHP analysis

Comparison highlights

  • Segment focus: Analog Devices, Inc. has 4 segments (48.8% in Industrial); Microchip Technology Incorporated has 3 segments (49.8% in Mixed-signal Microcontrollers).
  • Moat breadth: Analog Devices, Inc. has 2 moat types across 2 domains; Microchip Technology Incorporated has 2 across 2.

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

48.8%

Microchip Technology Incorporated

Mixed-signal Microcontrollers

Market

Embedded microcontrollers & microprocessors for embedded control

Geography

Global

Customer

OEMs and distributors (embedded system designers)

Role

IDM / hybrid manufacturing semiconductor supplier

Revenue share

49.8%

Side-by-side metrics

Analog Devices, Inc.
Microchip Technology Incorporated
Ticker / Exchange
ADI - Nasdaq Global Select Market
MCHP - NASDAQ
Market cap (USD)
$181.7B
$41.3B
Gross margin (TTM)
65.8%
60.2%
Operating margin (TTM)
35.6%
15.5%
Net margin (TTM)
29.8%
8.8%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Industrial
Mixed-signal Microcontrollers
Market structure
Oligopoly
Oligopoly
Market share
n/a
6%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
70 / 100 (partial, 78% coverage)
Moat domains
Demand, Supply
Demand, Supply
Last update
2026-08-23
2026-08-23

Moat coverage

Shared moat types

Scope Economies

Analog Devices, Inc. strengths

Design In Qualification

Microchip Technology Incorporated strengths

Training Org Change Costs

Segment mix

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

48.8%

Automotive

Oligopoly

24.9%

Communications

Oligopoly

15.4%

Consumer

Competitive

11%

Microchip Technology Incorporated segments

Full profile >

Mixed-signal Microcontrollers

Oligopoly

49.8%

Analog

Oligopoly

27.7%

Other (FPGA, memory, timing systems, manufacturing services, SuperFlash licensing)

Oligopoly

22.5%

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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.