VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Applied Materials, Inc. vs ASSA ABLOY AB

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

Market cap (USD)$211.9B
Gross margin (TTM)48.7%
Operating margin (TTM)29.2%
Net margin (TTM)24.7%
SectorTechnology
IndustrySemiconductors
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.

Full stock profile

Dive deeper into Applied Materials, Inc.'s moat claims, evidence, and risks.

View AMAT analysis

ASSA ABLOY AB

ASSA-B · Nasdaq Stockholm

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountrySE
Data as of2026-01-02
Moat score
76/ 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 ASSA ABLOY AB's moat claims, evidence, and risks.

View ASSA-B analysis

Comparison highlights

  • Moat score: both at 76 / 100.
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); ASSA ABLOY AB has 5 segments (32.9% in Entrance Systems).
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; ASSA ABLOY AB has 4 across 2.

Primary market context

Applied Materials, Inc.

Semiconductor Systems

Market

Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools

Geography

Global

Customer

Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers

Role

OEM equipment supplier

Revenue share

73.3%

ASSA ABLOY AB

Entrance Systems

Market

Entrance automation and industrial door solutions (pedestrian automatic doors, industrial doors, loading dock equipment, service/maintenance)

Geography

Global

Customer

Commercial/industrial facilities via distributors, installers and service channels

Role

OEM + service/maintenance provider

Revenue share

32.9%

Side-by-side metrics

Applied Materials, Inc.
ASSA ABLOY AB
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
ASSA-B - Nasdaq Stockholm
Market cap (USD)
$211.9B
n/a
Gross margin (TTM)
48.7%
n/a
Operating margin (TTM)
29.2%
n/a
Net margin (TTM)
24.7%
n/a
Sector
Technology
Industrials
Industry
Semiconductors
n/a
HQ country
US
SE
Primary segment
Semiconductor Systems
Entrance Systems
Market structure
Oligopoly
Oligopoly
Market share
16%-20% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
76 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2025-12-22
2026-01-02

Moat coverage

Shared moat types

Installed Base ConsumablesService Field Network

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleDesign In QualificationIP Choke PointLong Term Contracts

ASSA ABLOY AB strengths

Brand TrustSwitching Costs General

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

ASSA ABLOY AB segments

Full profile >

Opening Solutions EMEIA

Oligopoly

16.3%

Opening Solutions Americas

Oligopoly

29.4%

Opening Solutions Asia Pacific

Competitive

5.5%

Global Technologies

Oligopoly

16%

Entrance Systems

Oligopoly

32.9%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.