VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Monday, December 29, 2025
Stock Comparison
Applied Materials, Inc. vs James Hardie Industries 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
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 analysisJames Hardie Industries plc
JHX · ASX
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into James Hardie Industries plc's moat claims, evidence, and risks.
View JHX analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 74 / 100 for James Hardie Industries plc).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
- Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; James Hardie Industries plc has 5 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%
James Hardie Industries plc
Siding & Trim
North American fiber cement exterior siding & trim (plus related exterior products)
North America (primarily U.S. and Canada)
Homebuilders, contractors, remodelers, dealers/distributors, and retailers
Manufacturer / branded building-products supplier
64.2%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
James Hardie Industries plc strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
James Hardie Industries plc segments
Full profile >Siding & Trim
Quasi-Monopoly
Deck, Rail & Accessories
Oligopoly
Australia & New Zealand
Oligopoly
Europe
Competitive
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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.