VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Applied Materials, Inc. vs Copart, 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 >

Copart, Inc.

CPRT · The NASDAQ Global Select Market

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-28
Moat score
71/ 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.
Copart, Inc.
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
CPRT - The NASDAQ Global Select Market
Market cap (USD)
$203.3B
n/a
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Semiconductor Systems
United States
Market structure
Oligopoly
Oligopoly
Market share
16%-20% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
76 / 100
71 / 100
Moat domains
Supply, Demand, Legal
Network, Supply, Demand, Legal, Financial
Last update
2025-12-22
2025-12-28

Moat coverage

Shared moat types

Service Field Network

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleDesign In QualificationIP Choke PointInstalled Base ConsumablesLong Term Contracts

Copart, Inc. strengths

Two Sided NetworkData Workflow LockinCompliance AdvantageBenchmark Pricing Power

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Copart, Inc. segments

Full profile >

United States

Oligopoly

83%

International

Competitive

17%

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 Pricing, features, and availability may be incomplete or out of date.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