VOL. XCIV, NO. 247
* WIDE MOAT STOCKS COMPARISON *
NO ADVICE
Monday, December 29, 2025
Stock Comparison
Applied Materials, Inc. vs HENSOLDT AG
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 analysisHENSOLDT AG
HAG · Xetra
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: HENSOLDT AG leads (77 / 100 vs 76 / 100 for Applied Materials, Inc.).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); HENSOLDT AG has 2 segments (84.6% in Sensors).
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; HENSOLDT AG has 3 across 2.
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%
HENSOLDT AG
Sensors
Defence and security sensor solutions (radar, electronic warfare, avionics, mission systems integration)
Global (Europe-centric)
Government defence ministries/armed forces and defence prime contractors
Defence electronics supplier / system integrator
84.6%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
HENSOLDT AG strengths
No unique moat types yet.
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
HENSOLDT AG segments
Full profile >Sensors
Oligopoly
Optronics
Oligopoly
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 listCuration & 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.