VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Aon plc vs ASM International N.V.

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

Aon plc

AON · New York Stock Exchange

Market cap (USD)$76.6B
SectorFinancials
CountryIE
Data as of2025-12-31
Moat score
70/ 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 Aon plc's moat claims, evidence, and risks.

View AON analysis

ASM International N.V.

ASM · Euronext Amsterdam

Market cap (USD)
SectorTechnology
CountryNL
Data as of2025-12-29
Moat score
74/ 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 ASM International N.V.'s moat claims, evidence, and risks.

View ASM analysis

Comparison highlights

  • Moat score gap: ASM International N.V. leads (74 / 100 vs 70 / 100 for Aon plc).
  • Segment focus: Aon plc has 2 segments (67% in Risk Capital); ASM International N.V. has 3 segments.
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs n/a.
  • Moat breadth: Aon plc has 6 moat types across 3 domains; ASM International N.V. has 5 across 3.

Primary market context

Aon plc

Risk Capital

Market

Large-account commercial insurance & reinsurance brokerage and risk advisory

Geography

Global

Customer

Enterprises, insurers, reinsurers

Role

Intermediary/advisor

Revenue share

67%

ASM International N.V.

ALD equipment

Market

Single-wafer atomic layer deposition (ALD) equipment for semiconductor manufacturing

Geography

Global

Customer

Semiconductor manufacturers (logic/foundry, memory)

Role

Wafer fab equipment supplier

Side-by-side metrics

Aon plc
ASM International N.V.
Ticker / Exchange
AON - New York Stock Exchange
ASM - Euronext Amsterdam
Market cap (USD)
$76.6B
n/a
Sector
Financials
Technology
HQ country
IE
NL
Primary segment
Risk Capital
ALD equipment
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
55%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
70 / 100
74 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand, Legal
Last update
2025-12-31
2025-12-29

Moat coverage

Shared moat types

Service Field Network

Aon plc strengths

Data Workflow LockinSwitching Costs GeneralBrand TrustCompliance AdvantageScale Economies Unit Cost

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointInstalled Base Consumables

Segment mix

Aon plc segments

Full profile >

Risk Capital

Oligopoly

67%

Human Capital

Oligopoly

33.2%

ASM International N.V. segments

Full profile >

ALD equipment

Quasi-Monopoly

n/a

Silicon epitaxy equipment

Oligopoly

n/a

Spares and services

Quasi-Monopoly

n/a

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.