WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Amazon.com, Inc. vs ASML Holding N.V.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Amazon.com, Inc.

AMZN · NASDAQ

Market cap (USD)$2.8T
Gross margin (TTM)50.8%
Operating margin (TTM)12.1%
Net margin (TTM)17.4%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-08-23
Moat score
89/ 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 Amazon.com, Inc.'s moat claims, evidence, and risks.

View AMZN analysis

ASML Holding N.V.

ASML · Euronext Amsterdam

Market cap (USD)$657.1B
Gross margin (TTM)52.7%
Operating margin (TTM)35.4%
Net margin (TTM)30.1%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2026-08-23
Moat score
82/ 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 ASML Holding N.V.'s moat claims, evidence, and risks.

View ASML analysis

Comparison highlights

  • Moat score gap: Amazon.com, Inc. leads (89 / 100 vs 82 / 100 for ASML Holding N.V.).
  • Segment focus: Amazon.com, Inc. has 4 segments (68.2% in Amazon Stores (Retail, Marketplace and Prime)); ASML Holding N.V. has 4 segments (43.6% in EUV lithography systems (incl. High-NA)).
  • Primary market structure: Oligopoly vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Amazon.com, Inc. has 6 moat types across 3 domains; ASML Holding N.V. has 7 across 3.

Primary market context

Amazon.com, Inc.

Amazon Stores (Retail, Marketplace and Prime)

Market

Online and physical retail, third-party marketplace, fulfillment and membership commerce

Geography

Global

Customer

Consumers and third-party merchants

Role

Marketplace operator, retailer, membership provider and fulfillment network

Revenue share

68.2%

ASML Holding N.V.

EUV lithography systems (incl. High-NA)

Market

Extreme ultraviolet (EUV) lithography systems

Geography

Global

Customer

Leading-edge logic & memory fabs

Role

Wafer fab equipment (WFE) supplier

Revenue share

43.6%

Side-by-side metrics

Amazon.com, Inc.
ASML Holding N.V.
Ticker / Exchange
AMZN - NASDAQ
ASML - Euronext Amsterdam
Market cap (USD)
$2.8T
$657.1B
Gross margin (TTM)
50.8%
52.7%
Operating margin (TTM)
12.1%
35.4%
Net margin (TTM)
17.4%
30.1%
Sector
Consumer
Technology
Industry
Specialty Retail
Semiconductors
HQ country
US
NL
Primary segment
Amazon Stores (Retail, Marketplace and Prime)
EUV lithography systems (incl. High-NA)
Market structure
Oligopoly
Monopoly
Market share
n/a
100% (reported)
HHI estimate
n/a
10,000
Pricing power
Moderate
Strong
Moat score
89 / 100
82 / 100
Moat domains
Supply, Demand, Network
Supply, Demand, Network
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Capex Knowhow Scale

Amazon.com, Inc. strengths

Long Term ContractsTwo Sided NetworkPhysical Network DensitySuite BundlingDistribution Control

ASML Holding N.V. strengths

Supply Chain ControlBrand TrustSwitching Costs GeneralEcosystem ComplementsService Field NetworkInstalled Base Consumables

Segment mix

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

21.1%

Amazon Stores (Retail, Marketplace and Prime)

Oligopoly

68.2%

Advertising Services (Amazon Ads and Retail Media)

Oligopoly

9.9%

Other Services and Adjacencies

Competitive

0.9%

ASML Holding N.V. segments

Full profile >

EUV lithography systems (incl. High-NA)

Monopoly

43.6%

DUV lithography systems

Oligopoly

25.6%

Applications, metrology and inspection

Oligopoly

1.8%

Installed Base Management (service, upgrades, field options)

Quasi-Monopoly

29%

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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.