VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Applied Materials, Inc. vs BAE Systems plc

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)$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 >

BAE Systems plc

BA. · London Stock Exchange

Market cap (USD)
SectorIndustrials
CountryGB
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.

View full moat analysis >

Side-by-side metrics

Applied Materials, Inc.
BAE Systems plc
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
BA. - London Stock Exchange
Market cap (USD)
$203.3B
n/a
Sector
Technology
Industrials
HQ country
US
GB
Primary segment
Semiconductor Systems
Electronic 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
75 / 100
Moat domains
Supply, Demand, Legal
Legal, Demand, Supply
Last update
2025-12-22
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In QualificationService Field NetworkLong Term Contracts

Applied Materials, Inc. strengths

Scope EconomiesIP Choke PointInstalled Base Consumables

BAE Systems plc strengths

Government Contracting RelationshipsCompliance AdvantageCapacity MoatSwitching Costs General

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

BAE Systems plc segments

Full profile >

Electronic Systems

Oligopoly

26.6%

Platforms & Services

Oligopoly

16.3%

Air

Oligopoly

26%

Maritime

Oligopoly

22.5%

Cyber & Intelligence

Competitive

8.6%

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 Pricing, features, and availability may be incomplete or out of date.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