VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Applied Materials, Inc. vs Zoetis 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 >

Zoetis Inc.

ZTS · New York Stock Exchange

Market cap (USD)$55.3B
SectorHealthcare
CountryUS
Data as of2025-12-26
Moat score
73/ 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.
Zoetis Inc.
Ticker / Exchange
AMAT - The Nasdaq Stock Market LLC
ZTS - New York Stock Exchange
Market cap (USD)
$203.3B
$55.3B
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Semiconductor Systems
Companion Animal Products
Market structure
Oligopoly
Oligopoly
Market share
16%-20% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
76 / 100
73 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2025-12-22
2025-12-26

Moat coverage

Shared moat types

IP Choke PointInstalled Base ConsumablesService Field Network

Applied Materials, Inc. strengths

Scope EconomiesCapex Knowhow ScaleDesign In QualificationLong Term Contracts

Zoetis Inc. strengths

Brand TrustRegulated Standards PipeCapacity MoatDistribution ControlCompliance AdvantageOperational Excellence

Segment mix

Applied Materials, Inc. segments

Full profile >

Semiconductor Systems

Oligopoly

73.3%

Applied Global Services (AGS)

Competitive

22.5%

Zoetis Inc. segments

Full profile >

Companion Animal Products

Oligopoly

67.8%

Livestock Products

Oligopoly

31.3%

Client Supply Services & Human Health

Competitive

0.9%

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 Pricing, features, and availability may be incomplete or out of date.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