VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Sunday, January 11, 2026
Stock Comparison
Applied Materials, Inc. vs Fiserv, 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 analysisFiserv, Inc.
FISV · 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 Fiserv, Inc.'s moat claims, evidence, and risks.
View FISV analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 67 / 100 for Fiserv, Inc.).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Fiserv, Inc. has 2 segments (50.4% in Merchant).
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Fiserv, 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%
Fiserv, Inc.
Merchant
Merchant acquiring and commerce enablement (SMB + enterprise omnichannel payments, POS, gateway/orchestration, and related software)
Global
Merchants (SMB and enterprise), plus channel partners (ISVs/ISOs/financial institutions) that serve or refer merchants
Merchant acquirer / payment processor / commerce and POS platform provider
50.4%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Applied Materials, Inc. strengths
Fiserv, Inc. strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Fiserv, Inc. segments
Full profile >Merchant
Oligopoly
Financial
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.