VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Applied Materials, Inc. vs West Pharmaceutical Services, Inc.

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 >

West Pharmaceutical Services, Inc.

WST · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
85/ 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.
West Pharmaceutical Services, Inc.
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
WST - New York Stock Exchange
Market cap (USD)
$203.3B
n/a
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Semiconductor Systems
Proprietary Products
Market structure
Oligopoly
Quasi-Monopoly
Market share
16%-20% (implied)
70%-75% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
85 / 100
Moat domains
Supply, Demand, Legal
Demand, Legal, Supply
Last update
2025-12-22
2025-12-22

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In Qualification

Applied Materials, Inc. strengths

Scope EconomiesIP Choke PointInstalled Base ConsumablesService Field NetworkLong Term Contracts

West Pharmaceutical Services, Inc. strengths

Compliance AdvantageBrand TrustOperational Excellence

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

West Pharmaceutical Services, Inc. segments

Full profile >

Proprietary Products

Quasi-Monopoly

80.7%

Contract-Manufactured Products

Competitive

19.3%

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 Pricing, features, and availability may be incomplete or out of date.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