VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
Applied Materials, Inc. vs Duolingo, 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 analysisDuolingo, Inc.
DUOL · 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 Duolingo, Inc.'s moat claims, evidence, and risks.
View DUOL analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 68 / 100 for Duolingo, Inc.).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Duolingo, Inc. has 2 segments (93.9% in Duolingo App).
- Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Duolingo, Inc. has 6 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%
Duolingo, Inc.
Duolingo App
Mobile-first, freemium language learning and adjacent subjects (math, music)
Global
Consumers (end-users); advertisers
Digital learning platform / content & software publisher
93.9%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
Duolingo, Inc. strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Duolingo, Inc. segments
Full profile >Duolingo App
Competitive
Duolingo English Test
Oligopoly
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.