VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Applied Materials, Inc. vs Broadridge Financial Solutions, Inc.

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 >

Broadridge Financial Solutions, Inc.

BR · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
91/ 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.
Broadridge Financial Solutions, Inc.
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
BR - New York Stock Exchange
Market cap (USD)
$203.3B
n/a
Sector
Technology
Technology
HQ country
US
US
Primary segment
Semiconductor Systems
Investor Communication Solutions
Market structure
Oligopoly
Quasi-Monopoly
Market share
16%-20% (implied)
85%-95% (estimated)
HHI estimate
n/a
8,200
Pricing power
Moderate
Moderate
Moat score
76 / 100
91 / 100
Moat domains
Supply, Demand, Legal
Legal, Supply, Network, Demand
Last update
2025-12-22
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleDesign In QualificationIP Choke PointInstalled Base ConsumablesService Field NetworkLong Term Contracts

Broadridge Financial Solutions, Inc. strengths

Regulated Standards PipeScale Economies Unit CostTwo Sided NetworkSwitching Costs GeneralInteroperability Hub

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Broadridge Financial Solutions, Inc. segments

Full profile >

Investor Communication Solutions

Quasi-Monopoly

74.2%

Global Technology and Operations

Oligopoly

25.8%

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.