VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Stock Comparison
Applied Materials, Inc. vs ASML Holding N.V.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Applied 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 analysisASML Holding N.V.
ASML · Euronext Amsterdam
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into ASML Holding N.V.'s moat claims, evidence, and risks.
View ASML analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 75 / 100 for ASML Holding N.V.).
- Segment focus: Applied Materials, Inc. has 2 segments (74.4% in Semiconductor Systems); ASML Holding N.V. has 4 segments (36.7% in DUV lithography systems).
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; ASML Holding N.V. has 7 across 3.
Primary market context
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
74.4%
ASML Holding N.V.
DUV lithography systems
Deep ultraviolet (DUV) lithography systems
Global
Logic, memory, and specialty semiconductor fabs
Wafer fab equipment (WFE) supplier
36.7%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
ASML Holding N.V. strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
ASML Holding N.V. segments
Full profile >EUV lithography systems (incl. High-NA)
Monopoly
DUV lithography systems
Oligopoly
Applications, metrology and inspection
Oligopoly
Installed Base Management (service, upgrades, field options)
Quasi-Monopoly
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View expansion-stage stocksCuration & 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.