VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Applied Materials, Inc. vs Entegris, 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)$297.9B
Gross margin (TTM)48.7%
Operating margin (TTM)29.1%
Net margin (TTM)27.8%
SectorTechnology
IndustrySemiconductors
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

Entegris, Inc.

ENTG · The Nasdaq Global Select Market

Market cap (USD)$20.4B
Gross margin (TTM)43%
Operating margin (TTM)15%
Net margin (TTM)7.4%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-26
Moat score
79/ 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 Entegris, Inc.'s moat claims, evidence, and risks.

View ENTG analysis

Comparison highlights

  • Moat score gap: Entegris, Inc. leads (79 / 100 vs 76 / 100 for Applied Materials, Inc.).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Entegris, Inc. has 2 segments (56.9% in Advanced Purity Solutions).
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Entegris, 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%

Entegris, Inc.

Advanced Purity Solutions

Market

Semiconductor contamination control & purity infrastructure (liquid/gas filtration & purification, microenvironments, fluid management/materials handling)

Geography

Global

Customer

Semiconductor fabs, chemical manufacturers, and OEMs

Role

Contamination-control and materials-handling solutions supplier

Revenue share

56.9%

Side-by-side metrics

Applied Materials, Inc.
Entegris, Inc.
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
ENTG - The Nasdaq Global Select Market
Market cap (USD)
$297.9B
$20.4B
Gross margin (TTM)
48.7%
43%
Operating margin (TTM)
29.1%
15%
Net margin (TTM)
27.8%
7.4%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Semiconductor Systems
Advanced Purity Solutions
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
79 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2025-12-22
2025-12-26

Moat coverage

Shared moat types

Design In QualificationInstalled Base ConsumablesService Field Network

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleIP Choke PointLong Term Contracts

Entegris, Inc. strengths

Learning Curve Yield

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Entegris, Inc. segments

Full profile >

Materials Solutions

Oligopoly

43.1%

Advanced Purity Solutions

Oligopoly

56.9%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.