VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Applied Materials, Inc. vs The Charles Schwab 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.

View full moat analysis >

The Charles Schwab Corporation

SCHW · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-26
Moat score
74/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Applied Materials, Inc.
The Charles Schwab Corporation
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
SCHW - New York Stock Exchange
Market cap (USD)
$203.3B
n/a
Sector
Technology
Financials
HQ country
US
US
Primary segment
Semiconductor Systems
Investor Services
Market structure
Oligopoly
Oligopoly
Market share
16%-20% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
76 / 100
74 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Financial, Network
Last update
2025-12-22
2025-12-26

Moat coverage

Shared moat types

Service Field Network

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleDesign In QualificationIP Choke PointInstalled Base ConsumablesLong Term Contracts

The Charles Schwab Corporation strengths

Scale Economies Unit CostSuite BundlingBrand TrustFloat PrepaymentData Workflow LockinEcosystem Complements

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

The Charles Schwab Corporation segments

Full profile >

Investor Services

Oligopoly

79.4%

Advisor Services

Oligopoly

20.6%

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 Pricing, features, and availability may be incomplete or out of date.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.