VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Applied Materials, Inc. vs BRP 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.

Full stock profile

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

View AMAT analysis

BRP Inc.

DOO · Toronto Stock Exchange

Market cap (USD)
SectorConsumer
CountryCA
Data as of2025-12-30
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 BRP Inc.'s moat claims, evidence, and risks.

View DOO analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 74 / 100 for BRP Inc.).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); BRP Inc. has 4 segments (55% in Powersports - Year-Round Products).
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; BRP Inc. has 4 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%

BRP Inc.

Powersports - Year-Round Products

Market

ATV and recreational/utility side-by-side vehicles (SSV/UTV); 3-wheeled on-road vehicles

Geography

Global (heavy North America exposure)

Customer

Consumers and utility/commercial users

Role

OEM

Revenue share

55%

Side-by-side metrics

Applied Materials, Inc.
BRP Inc.
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
DOO - Toronto Stock Exchange
Market cap (USD)
$203.3B
n/a
Sector
Technology
Consumer
HQ country
US
CA
Primary segment
Semiconductor Systems
Powersports - Year-Round Products
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
74 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2025-12-22
2025-12-30

Moat coverage

Shared moat types

Design In QualificationInstalled Base Consumables

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleIP Choke PointService Field NetworkLong Term Contracts

BRP Inc. strengths

Brand TrustDistribution Control

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

BRP Inc. segments

Full profile >

Powersports - Year-Round Products

Oligopoly

55%

Powersports - Seasonal Products

Oligopoly

30.3%

Powersports - Parts, Accessories & Apparel; OEM Engines & Gearboxes

Competitive

14.7%

Marine Boats Businesses (Divestiture/Discontinued)

Competitive

n/a

Want the full wide moat stocks list?

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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.