VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Applied Materials, Inc. vs Straumann Holding AG

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)$239.9B
Gross margin (TTM)48.7%
Operating margin (TTM)29.2%
Net margin (TTM)24.7%
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

Straumann Holding AG

STMN · SIX Swiss Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryCH
Data as of2026-01-10
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 Straumann Holding AG's moat claims, evidence, and risks.

View STMN analysis

Comparison highlights

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

Straumann Holding AG

Implantology (Tooth Replacement & Restoration)

Market

Dental implantology (tooth replacement and restoration solutions)

Geography

Global

Customer

Dental professionals (implantologists, oral surgeons, general dentists) and dental labs; DSOs

Role

Medical device OEM + branded implant system provider

Side-by-side metrics

Applied Materials, Inc.
Straumann Holding AG
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
STMN - SIX Swiss Exchange
Market cap (USD)
$239.9B
n/a
Gross margin (TTM)
48.7%
n/a
Operating margin (TTM)
29.2%
n/a
Net margin (TTM)
24.7%
n/a
Sector
Technology
Healthcare
Industry
Semiconductors
n/a
HQ country
US
CH
Primary segment
Semiconductor Systems
Implantology (Tooth Replacement & Restoration)
Market structure
Oligopoly
Oligopoly
Market share
16%-20% (implied)
34%-36% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
68 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Network
Last update
2025-12-22
2026-01-10

Moat coverage

Shared moat types

Service Field Network

Applied Materials, Inc. strengths

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

Straumann Holding AG strengths

Brand TrustTraining Org Change CostsData Workflow LockinScale Economies Unit CostInteroperability HubEcosystem Complements

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Straumann Holding AG segments

Full profile >

Implantology (Tooth Replacement & Restoration)

Oligopoly

n/a

Orthodontics (Clear Aligner Solutions)

Oligopoly

n/a

Digital Dentistry & Prosthetics Workflow

Competitive

n/a

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

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.