VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Applied Materials, Inc. vs Judges Scientific plc

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)$226.5B
Gross margin (TTM)48.7%
Operating margin (TTM)29.2%
Net margin (TTM)24.7%
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

Judges Scientific plc

JDG · London Stock Exchange - AIM

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryGB
Data as of2026-01-06
Moat score
63/ 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 Judges Scientific plc's moat claims, evidence, and risks.

View JDG analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 63 / 100 for Judges Scientific plc).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Judges Scientific plc has 2 segments (51.7% in Vacuum).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Judges Scientific plc has 3 across 1.

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%

Judges Scientific plc

Vacuum

Market

Vacuum and surface-science related instrumentation (e.g., UHV/vacuum components and systems, thin-film/surface engineering adjacent tools)

Geography

Global

Customer

Research labs and high-tech manufacturing

Role

Equipment manufacturer

Revenue share

51.7%

Side-by-side metrics

Applied Materials, Inc.
Judges Scientific plc
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
JDG - London Stock Exchange - AIM
Market cap (USD)
$226.5B
n/a
Gross margin (TTM)
48.7%
n/a
Operating margin (TTM)
29.2%
n/a
Net margin (TTM)
24.7%
n/a
Sector
Technology
Technology
Industry
Semiconductors
n/a
HQ country
US
GB
Primary segment
Semiconductor Systems
Vacuum
Market structure
Oligopoly
Competitive
Market share
16%-20% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
63 / 100
Moat domains
Supply, Demand, Legal
Demand
Last update
2025-12-22
2026-01-06

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

Judges Scientific plc strengths

Brand TrustSwitching Costs GeneralBuy-and-build acquisition engine

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Judges Scientific plc segments

Full profile >

Materials Sciences

Competitive

48.4%

Vacuum

Competitive

51.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.