★ WIDE MOAT STOCKS COMPARISON ★
VOL. XCIV, NO. 247
Stock Comparison
Applied Materials, Inc. vs Oracle Corporation
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 analysisOracle Corporation
ORCL · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Oracle Corporation's moat claims, evidence, and risks.
View ORCL analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 65 / 100 for Oracle Corporation).
- Segment focus: Applied Materials, Inc. has 2 segments (74.4% in Semiconductor Systems); Oracle Corporation has 5 segments (36.4% in Software license and support).
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Oracle Corporation has 7 across 3.
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
74.4%
Oracle Corporation
Software license and support
Enterprise software licenses and support for databases, middleware, and applications (on-premise and hybrid/cloud)
Global
Enterprises & public sector
Software vendor (licenses)
36.4%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
Oracle Corporation strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Oracle Corporation segments
Full profile >Cloud applications
Oligopoly
Cloud infrastructure
Oligopoly
Software license and support
Oligopoly
Hardware
Competitive
Services
Competitive
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Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.