VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Stock Comparison
Applied Materials, Inc. vs TE Connectivity plc
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 analysisTE Connectivity plc
TEL · 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 TE Connectivity plc's moat claims, evidence, and risks.
View TEL analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 62 / 100 for TE Connectivity plc).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); TE Connectivity plc has 2 segments (54.4% in Transportation Solutions).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; TE Connectivity plc has 4 across 2.
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
73.3%
TE Connectivity plc
Transportation Solutions
Transportation connectivity and sensor components (automotive, commercial transportation, sensors)
Global
Automotive & commercial vehicle OEMs and Tier-1 suppliers; industrial/OEM customers for sensors
Component supplier / design partner
54.4%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
TE Connectivity plc strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
TE Connectivity plc segments
Full profile >Transportation Solutions
Oligopoly
Industrial Solutions
Oligopoly
Want the full wide moat stocks list?
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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.