VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Applied Materials, Inc. vs Colgate-Palmolive Company

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.

Full stock profile

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

View AMAT analysis

Colgate-Palmolive Company

CL · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
74/ 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 Colgate-Palmolive Company's moat claims, evidence, and risks.

View CL analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 74 / 100 for Colgate-Palmolive Company).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Colgate-Palmolive Company has 4 segments (43% in Oral Care).
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Colgate-Palmolive Company has 2 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%

Colgate-Palmolive Company

Oral Care

Market

Oral care products (toothpaste, manual toothbrushes, mouthwash)

Geography

Global

Customer

Consumers; also dentists and oral health professionals (pharma dental products)

Role

Branded consumer products manufacturer

Revenue share

43%

Side-by-side metrics

Applied Materials, Inc.
Colgate-Palmolive Company
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
CL - New York Stock Exchange
Market cap (USD)
$203.3B
n/a
Sector
Technology
Consumer
HQ country
US
US
Primary segment
Semiconductor Systems
Oral Care
Market structure
Oligopoly
Oligopoly
Market share
16%-20% (implied)
41.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
74 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2025-12-22
2025-12-31

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

Colgate-Palmolive Company strengths

Brand TrustDistribution Control

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Colgate-Palmolive Company segments

Full profile >

Oral Care

Oligopoly

43%

Personal Care

Competitive

18%

Home Care

Competitive

17%

Pet Nutrition

Oligopoly

22%

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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.