VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Applied Materials, Inc. vs Cadence Design Systems, 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
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 analysisCadence Design Systems, Inc.
CDNS · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Cadence Design Systems, Inc.'s moat claims, evidence, and risks.
View CDNS analysisComparison highlights
- Moat score gap: Cadence Design Systems, Inc. leads (84 / 100 vs 76 / 100 for Applied Materials, Inc.).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Cadence Design Systems, Inc. has 3 segments (71% in Core EDA).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Cadence Design Systems, Inc. has 8 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
73.3%
Cadence Design Systems, Inc.
Core EDA
Electronic design automation tools for semiconductor IC design and verification (digital, custom/analog, signoff, functional verification)
Global
Semiconductor designers (fabless and IDMs) and system companies with in-house silicon teams
Tool vendor / workflow platform
71%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
Cadence Design Systems, Inc. strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Cadence Design Systems, Inc. segments
Full profile >Core EDA
Oligopoly
Semiconductor IP
Oligopoly
System Design and Analysis
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.