VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Applied Materials, Inc. vs Huntington Ingalls Industries, 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)$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.

View full moat analysis >

Huntington Ingalls Industries, Inc.

HII · New York Stock Exchange

Market cap (USD)$13.9B
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
83/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Applied Materials, Inc.
Huntington Ingalls Industries, Inc.
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
HII - New York Stock Exchange
Market cap (USD)
$203.3B
$13.9B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Semiconductor Systems
Newport News Shipbuilding (Nuclear Shipbuilding)
Market structure
Oligopoly
Quasi-Monopoly
Market share
16%-20% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
83 / 100
Moat domains
Supply, Demand, Legal
Legal, Supply, Demand
Last update
2025-12-22
2025-12-23

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In QualificationLong Term Contracts

Applied Materials, Inc. strengths

Scope EconomiesIP Choke PointInstalled Base ConsumablesService Field Network

Huntington Ingalls Industries, Inc. strengths

Contractual ExclusivityCompliance AdvantageGovernment Contracting Relationships

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Huntington Ingalls Industries, Inc. segments

Full profile >

Newport News Shipbuilding (Nuclear Shipbuilding)

Quasi-Monopoly

51.7%

Ingalls Shipbuilding (Non-Nuclear Shipbuilding)

Quasi-Monopoly

23.9%

Mission Technologies (Defense Tech & Services)

Competitive

24.4%

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.