VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Applied Materials, Inc. vs NXP Semiconductors N.V.

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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$58.5B
Gross margin (TTM)54.6%
Operating margin (TTM)26.4%
Net margin (TTM)16.5%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 64 / 100 for NXP Semiconductors N.V.).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); NXP Semiconductors N.V. has 4 segments (56.7% in Automotive).
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; NXP Semiconductors N.V. has 8 across 4.

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%

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

Side-by-side metrics

Applied Materials, Inc.
NXP Semiconductors N.V.
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
NXPI - The Nasdaq Global Select Market
Market cap (USD)
$297.9B
$58.5B
Gross margin (TTM)
48.7%
54.6%
Operating margin (TTM)
29.1%
26.4%
Net margin (TTM)
27.8%
16.5%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
NL
Primary segment
Semiconductor Systems
Automotive
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
64 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Network, Legal
Last update
2025-12-22
2025-12-22

Moat coverage

Shared moat types

Scope EconomiesCapex Knowhow ScaleDesign In Qualification

Applied Materials, Inc. strengths

IP Choke PointInstalled Base ConsumablesService Field NetworkLong Term Contracts

NXP Semiconductors N.V. strengths

Training Org Change CostsCapacity MoatProcurement InertiaEcosystem ComplementsCompliance Advantage

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

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.