VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Applied Materials, Inc. vs Motorola Solutions, 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)$297.9B
Gross margin (TTM)48.7%
Operating margin (TTM)29.1%
Net margin (TTM)27.8%
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

Motorola Solutions, Inc.

MSI · New York Stock Exchange

Market cap (USD)$77.1B
Gross margin (TTM)50.2%
Operating margin (TTM)25.1%
Net margin (TTM)18.4%
SectorTechnology
IndustryCommunication Equipment
CountryUS
Data as of2025-12-26
Moat score
68/ 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 Motorola Solutions, Inc.'s moat claims, evidence, and risks.

View MSI analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 68 / 100 for Motorola Solutions, Inc.).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Motorola Solutions, Inc. has 3 segments (74.9% in LMR Communications).
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Motorola Solutions, Inc. has 10 across 3.

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%

Motorola Solutions, Inc.

LMR Communications

Market

Mission-critical land mobile radio (LMR) devices, infrastructure, and managed/support services

Geography

Global

Customer

Public safety agencies and mission-critical enterprises

Role

OEM + systems integrator + service provider

Revenue share

74.9%

Side-by-side metrics

Applied Materials, Inc.
Motorola Solutions, Inc.
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
MSI - New York Stock Exchange
Market cap (USD)
$297.9B
$77.1B
Gross margin (TTM)
48.7%
50.2%
Operating margin (TTM)
29.1%
25.1%
Net margin (TTM)
27.8%
18.4%
Sector
Technology
Technology
Industry
Semiconductors
Communication Equipment
HQ country
US
US
Primary segment
Semiconductor Systems
LMR Communications
Market structure
Oligopoly
Oligopoly
Market share
16%-20% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
68 / 100
Moat domains
Supply, Demand, Legal
Legal, Demand, Network
Last update
2025-12-22
2025-12-26

Moat coverage

Shared moat types

Design In QualificationInstalled Base ConsumablesLong Term Contracts

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleIP Choke PointService Field Network

Motorola Solutions, Inc. strengths

Government Contracting RelationshipsEcosystem ComplementsBrand TrustSwitching Costs GeneralData Workflow LockinInteroperability HubSuite Bundling

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Motorola Solutions, Inc. segments

Full profile >

LMR Communications

Oligopoly

74.9%

Video Security & Access Control

Competitive

17.7%

Command Center Software

Competitive

7.4%

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.

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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.