WIDE MOAT STOCKS COMPARISON

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Stock Comparison

ASM International N.V. vs ASML Holding N.V.

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

ASM International N.V.

ASM · Euronext Amsterdam

Market cap (USD)$47B
Gross margin (TTM)51.8%
Operating margin (TTM)30.3%
Net margin (TTM)31.9%
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 ASM International N.V.'s moat claims, evidence, and risks.

View ASM 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: both at 82 / 100.
  • Segment focus: ASM International N.V. has 2 segments (79.2% in Wafer-processing equipment); 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: ASM International N.V. has 3 moat types across 2 domains; ASML Holding N.V. has 7 across 3.

Primary market context

ASM International N.V.

Wafer-processing equipment

Market

Semiconductor deposition and thermal-processing equipment (ALD, silicon and SiC epitaxy, CVD/PECVD, and vertical furnaces)

Geography

Global

Customer

Semiconductor manufacturers across logic/foundry, memory, power, analog, and wafer markets

Role

Wafer-fabrication equipment supplier

Revenue share

79.2%

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

ASM International N.V.
ASML Holding N.V.
Ticker / Exchange
ASM - Euronext Amsterdam
ASML - Euronext Amsterdam
Market cap (USD)
$47B
$657.1B
Gross margin (TTM)
51.8%
52.7%
Operating margin (TTM)
30.3%
35.4%
Net margin (TTM)
31.9%
30.1%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
NL
NL
Primary segment
Wafer-processing equipment
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
82 / 100
82 / 100
Moat domains
Supply, Demand
Supply, Demand, Network
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Installed Base Consumables

ASM International N.V. strengths

Learning Curve YieldDesign In Qualification

ASML Holding N.V. strengths

Supply Chain ControlCapex Knowhow ScaleBrand TrustSwitching Costs GeneralEcosystem ComplementsService Field Network

Segment mix

ASM International N.V. segments

Full profile >

Wafer-processing equipment

Oligopoly

79.2%

Spares and services

Quasi-Monopoly

20.8%

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%

Act on this comparison

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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.