VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Allegion Public Limited Company vs BE Semiconductor Industries N.V.

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.

Full stock profile

Dive deeper into Allegion Public Limited Company's moat claims, evidence, and risks.

View ALLE analysis

BE Semiconductor Industries N.V.

BESI · Euronext Amsterdam

Market cap (USD)
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
75/ 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 BE Semiconductor Industries N.V.'s moat claims, evidence, and risks.

View BESI analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 64 / 100 for Allegion Public Limited Company).
  • Segment focus: Allegion Public Limited Company has 2 segments (79.9% in Allegion Americas); BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Allegion Public Limited Company has 6 moat types across 3 domains; BE Semiconductor Industries N.V. has 5 across 2.

Primary market context

Allegion Public Limited Company

Allegion Americas

Market

Security products, access solutions, and related services (mechanical + electronic) in North America

Geography

North America

Customer

Commercial, institutional, and residential facilities; channel partners (distributors, installers, retailers)

Role

Manufacturer/brand owner; sells via distribution/retail; provides services and some SaaS

Revenue share

79.9%

BE Semiconductor Industries N.V.

Die Attach (incl. advanced die placement & hybrid bonding)

Market

Semiconductor assembly equipment - die attach & advanced die placement/hybrid bonding systems

Geography

Global

Customer

Semiconductor IDMs, foundries, and OSATs

Role

Capital equipment OEM (back-end/advanced packaging)

Revenue share

81%

Side-by-side metrics

Allegion Public Limited Company
BE Semiconductor Industries N.V.
Ticker / Exchange
ALLE - New York Stock Exchange
BESI - Euronext Amsterdam
Market cap (USD)
n/a
n/a
Sector
Industrials
Technology
HQ country
IE
NL
Primary segment
Allegion Americas
Die Attach (incl. advanced die placement & hybrid bonding)
Market structure
Competitive
Oligopoly
Market share
n/a
42%-44% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
64 / 100
75 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand
Last update
2025-12-26
2025-12-28

Moat coverage

Shared moat types

Design In QualificationService Field Network

Allegion Public Limited Company strengths

Distribution ControlBrand TrustCompliance AdvantageData Workflow Lockin

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleSwitching Costs GeneralInstalled Base Consumables

Segment mix

Allegion Public Limited Company segments

Full profile >

Allegion Americas

Competitive

79.9%

Allegion International

Competitive

20.1%

BE Semiconductor Industries N.V. segments

Full profile >

Die Attach (incl. advanced die placement & hybrid bonding)

Oligopoly

81%

Packaging & Plating

Competitive

19%

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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.