VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Applied Materials, Inc. vs Stryker 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

Stryker Corporation

SYK · New York Stock Exchange

Market cap (USD)$141.3B
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
71/ 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 Stryker Corporation's moat claims, evidence, and risks.

View SYK analysis

Comparison highlights

  • Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 71 / 100 for Stryker Corporation).
  • Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Stryker Corporation has 2 segments (59.8% in MedSurg and Neurotechnology).
  • Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Stryker Corporation has 5 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%

Stryker Corporation

MedSurg and Neurotechnology

Market

Hospital medical devices: surgical equipment and navigation, endoscopy and visualization, patient handling and emergency care, neurosurgical and neurovascular devices

Geography

Global

Customer

Hospitals and ambulatory surgery centers; clinicians

Role

Medical device OEM + distributor/service provider

Revenue share

59.8%

Side-by-side metrics

Applied Materials, Inc.
Stryker Corporation
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
SYK - New York Stock Exchange
Market cap (USD)
$203.3B
$141.3B
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Semiconductor Systems
MedSurg and Neurotechnology
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
71 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2025-12-22
2025-12-30

Moat coverage

Shared moat types

IP Choke PointService Field Network

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleDesign In QualificationInstalled Base ConsumablesLong Term Contracts

Stryker Corporation strengths

Brand TrustCompliance AdvantageTraining Org Change Costs

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Stryker Corporation segments

Full profile >

MedSurg and Neurotechnology

Oligopoly

59.8%

Orthopaedics

Oligopoly

40.2%

Want the full wide moat stocks list?

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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.