VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Applied Materials, Inc. vs Endeavour Group Limited

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

Endeavour Group Limited

EDV · ASX

Market cap (USD)
SectorConsumer
CountryAU
Data as of2025-12-28
Moat score
62/ 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 Endeavour Group Limited's moat claims, evidence, and risks.

View EDV analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 62 / 100 for Endeavour Group Limited).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Endeavour Group Limited has 2 segments (82.5% in Retail).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Endeavour Group Limited has 7 across 3.

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%

Endeavour Group Limited

Retail

Market

Australian off-premise liquor retail (stores + online)

Geography

Australia

Customer

Consumers (end-users) via stores and delivery/pick-up channels

Role

Retailer (with owned/exclusive brands via Pinnacle Drinks)

Revenue share

82.5%

Side-by-side metrics

Applied Materials, Inc.
Endeavour Group Limited
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
EDV - ASX
Market cap (USD)
$203.3B
n/a
Sector
Technology
Consumer
HQ country
US
AU
Primary segment
Semiconductor Systems
Retail
Market structure
Oligopoly
Oligopoly
Market share
16%-20% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
76 / 100
62 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2025-12-22
2025-12-28

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

Endeavour Group Limited strengths

Brand TrustDistribution ControlHabit DefaultPreferential Input AccessPhysical Network DensityConcession LicenseOperational Excellence

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Endeavour Group Limited segments

Full profile >

Retail

Oligopoly

82.5%

Hotels

Competitive

17.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.