VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Applied Materials, Inc. vs Starbucks 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

Market cap (USD)$203.3B
SectorTechnology
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

Starbucks Corporation

SBUX · Nasdaq Global Select Market

Market cap (USD)$96.7B
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
70/ 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 Starbucks Corporation's moat claims, evidence, and risks.

View SBUX analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 70 / 100 for Starbucks Corporation).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Starbucks Corporation has 3 segments (73.6% in North America).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Starbucks Corporation has 7 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%

Starbucks Corporation

North America

Market

Branded coffeehouse retail (company-operated + licensed)

Geography

U.S. and Canada

Customer

Consumers

Role

Retailer / brand owner

Revenue share

73.6%

Side-by-side metrics

Applied Materials, Inc.
Starbucks Corporation
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
SBUX - Nasdaq Global Select Market
Market cap (USD)
$203.3B
$96.7B
Sector
Technology
Consumer
HQ country
US
US
Primary segment
Semiconductor Systems
North America
Market structure
Oligopoly
Competitive
Market share
16%-20% (implied)
35%-40% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
70 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2025-12-22
2025-12-31

Moat coverage

Shared moat types

Scope Economies

Applied Materials, Inc. strengths

Capex Knowhow ScaleDesign In QualificationIP Choke PointInstalled Base ConsumablesService Field NetworkLong Term Contracts

Starbucks Corporation strengths

Brand TrustHabit DefaultPhysical Network DensityOperational ExcellencePreferential Input AccessContractual Exclusivity

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Starbucks Corporation segments

Full profile >

North America

Competitive

73.6%

International

Competitive

21%

Channel Development

Oligopoly

5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.