VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Applied Materials, Inc. vs Edenred SE

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

Edenred SE

EDEN · Euronext Paris

Market cap (USD)$5.2B
SectorFinancials
CountryFR
Data as of2025-12-28
Moat score
67/ 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 Edenred SE's moat claims, evidence, and risks.

View EDEN analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 67 / 100 for Edenred SE).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Edenred SE has 3 segments (65.2% in Benefits & Engagement).
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Edenred SE has 7 across 5.

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%

Edenred SE

Benefits & Engagement

Market

Employee benefits and engagement solutions (meal vouchers, gift/incentives, engagement platforms)

Geography

Global

Customer

Employers / HR departments

Role

Issuer + payment network orchestrator (specific-purpose payments)

Revenue share

65.2%

Side-by-side metrics

Applied Materials, Inc.
Edenred SE
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
EDEN - Euronext Paris
Market cap (USD)
$203.3B
$5.2B
Sector
Technology
Financials
HQ country
US
FR
Primary segment
Semiconductor Systems
Benefits & Engagement
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
67 / 100
Moat domains
Supply, Demand, Legal
Legal, Network, Financial, Demand, Supply
Last update
2025-12-22
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow Scale

Applied Materials, Inc. strengths

Scope EconomiesDesign In QualificationIP Choke PointInstalled Base ConsumablesService Field NetworkLong Term Contracts

Edenred SE strengths

Regulated Standards PipeTwo Sided NetworkFloat PrepaymentBrand TrustSwitching Costs GeneralSuite Bundling

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Edenred SE segments

Full profile >

Benefits & Engagement

Oligopoly

65.2%

Mobility

Oligopoly

23.9%

Complementary Solutions

Competitive

10.8%

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.