VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Allegion Public Limited Company vs Applied Materials, Inc.

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

Allegion Public Limited Company

ALLE · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryIE
Data as of2025-12-26
Moat score
64/ 100

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

View full moat analysis >

Applied Materials, Inc.

AMAT · The Nasdaq Stock Market LLC

Market cap (USD)$203.3B
SectorTechnology
CountryUS
Data as of2025-12-22
Moat score
76/ 100

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

View full moat analysis >

Side-by-side metrics

Allegion Public Limited Company
Applied Materials, Inc.
Ticker / Exchange
ALLE - New York Stock Exchange
AMAT - The Nasdaq Stock Market LLC
Market cap (USD)
n/a
$203.3B
Sector
Industrials
Technology
HQ country
IE
US
Primary segment
Allegion Americas
Semiconductor Systems
Market structure
Competitive
Oligopoly
Market share
n/a
16%-20% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
76 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-26
2025-12-22

Moat coverage

Shared moat types

Design In QualificationService Field Network

Allegion Public Limited Company strengths

Distribution ControlBrand TrustCompliance AdvantageData Workflow Lockin

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleIP Choke PointInstalled Base ConsumablesLong Term Contracts

Segment mix

Allegion Public Limited Company segments

Full profile >

Allegion Americas

Competitive

79.9%

Allegion International

Competitive

20.1%

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

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 Pricing, features, and availability may be incomplete or out of date.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.