VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

Stock Comparison

ASM International N.V. vs Auto Trader Group plc

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)$30.5B
Gross margin (TTM)51.9%
Operating margin (TTM)30.1%
Net margin (TTM)23.9%
SectorTechnology
IndustrySemiconductors
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

Auto Trader Group plc

AUTO · London Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryGB
Data as of2026-01-10
Moat score
96/ 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 Auto Trader Group plc's moat claims, evidence, and risks.

View AUTO analysis

Comparison highlights

  • Moat score gap: Auto Trader Group plc leads (96 / 100 vs 74 / 100 for ASM International N.V.).
  • Segment focus: ASM International N.V. has 3 segments; Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)).
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: n/a vs Strong.
  • Moat breadth: ASM International N.V. has 5 moat types across 3 domains; Auto Trader Group plc has 4 across 2.

Primary market context

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

Auto Trader Group plc

Autotrader (UK automotive marketplace & data platform)

Market

UK digital automotive marketplace (new & used) with retailer advertising/data products

Geography

United Kingdom

Customer

Consumers, vehicle retailers, OEMs/advertising agencies

Role

Two-sided marketplace + advertising/data & workflow tools

Revenue share

93.3%

Side-by-side metrics

ASM International N.V.
Auto Trader Group plc
Ticker / Exchange
ASM - Euronext Amsterdam
AUTO - London Stock Exchange
Market cap (USD)
$30.5B
n/a
Gross margin (TTM)
51.9%
n/a
Operating margin (TTM)
30.1%
n/a
Net margin (TTM)
23.9%
n/a
Sector
Technology
Communication Services
Industry
Semiconductors
n/a
HQ country
NL
GB
Primary segment
ALD equipment
Autotrader (UK automotive marketplace & data platform)
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
55%-60% (reported)
75%-80% (reported)
HHI estimate
n/a
n/a
Pricing power
n/a
Strong
Moat score
74 / 100
96 / 100
Moat domains
Supply, Demand, Legal
Network, Demand
Last update
2025-12-29
2026-01-10

Moat coverage

Shared moat types

No overlap yet.

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointInstalled Base ConsumablesService Field Network

Auto Trader Group plc strengths

Two Sided NetworkData Workflow LockinHabit DefaultEcosystem Complements

Segment mix

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

Auto Trader Group plc segments

Full profile >

Autotrader (UK automotive marketplace & data platform)

Quasi-Monopoly

93.3%

Autorama (vehicle leasing marketplace)

Competitive

6.7%

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.