VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Monday, December 29, 2025
Stock Comparison
Dassault Aviation vs Applied Materials, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Dassault Aviation
AM · Euronext Paris
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Dassault Aviation's moat claims, evidence, and risks.
View AM 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: Dassault Aviation leads (79 / 100 vs 76 / 100 for Applied Materials, Inc.).
- Segment focus: Dassault Aviation has 2 segments (63.5% in Defence (Military Aircraft & Support)); Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems).
- Moat breadth: Dassault Aviation has 6 moat types across 4 domains; Applied Materials, Inc. has 7 across 3.
Primary market context
Dassault Aviation
Defence (Military Aircraft & Support)
Multi-role fighter aircraft and military aircraft lifecycle support (Rafale and legacy platforms)
France + Export
National governments / defense ministries
Prime contractor (OEM) + lifecycle support
63.5%
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
Dassault Aviation strengths
Applied Materials, Inc. strengths
Segment mix
Dassault Aviation segments
Full profile >Defence (Military Aircraft & Support)
Oligopoly
Falcon (Business Jets & Support)
Oligopoly
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.