VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Automatic Data Processing, Inc. vs Applied Materials, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Automatic Data Processing, Inc.
ADP · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Automatic Data Processing, Inc.'s moat claims, evidence, and risks.
View ADP 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 71 / 100 for Automatic Data Processing, Inc.).
- Segment focus: Automatic Data Processing, Inc. has 2 segments (67.5% in Employer Services); Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems).
- Moat breadth: Automatic Data Processing, Inc. has 7 moat types across 4 domains; Applied Materials, Inc. has 7 across 3.
Primary market context
Automatic Data Processing, Inc.
Employer Services
Payroll processing and cloud HCM (HR, time, talent, tax, benefits) software and outsourcing
Global
Businesses (SMB to large enterprise)
SaaS and managed services provider
67.5%
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
No overlap yet.
Automatic Data Processing, Inc. strengths
Applied Materials, Inc. strengths
Segment mix
Automatic Data Processing, Inc. segments
Full profile >Employer Services
Oligopoly
Professional Employer Organization (PEO) Services
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.