VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

ASM International N.V. vs Deere & Company

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)
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

Deere & Company

DE · New York Stock Exchange

Market cap (USD)$126.2B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
63/ 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 Deere & Company's moat claims, evidence, and risks.

View DE analysis

Comparison highlights

  • Moat score gap: ASM International N.V. leads (74 / 100 vs 63 / 100 for Deere & Company).
  • Segment focus: ASM International N.V. has 3 segments; Deere & Company has 4 segments (38.4% in Production & Precision Agriculture).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: ASM International N.V. has 5 moat types across 3 domains; Deere & Company has 5 across 3.

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

Deere & Company

Production & Precision Agriculture

Market

Large-scale agricultural equipment and integrated precision agriculture technology

Geography

Global

Customer

Production-scale growers; dealer/retail channels

Role

OEM + precision ag platform provider

Revenue share

38.4%

Side-by-side metrics

ASM International N.V.
Deere & Company
Ticker / Exchange
ASM - Euronext Amsterdam
DE - New York Stock Exchange
Market cap (USD)
n/a
$126.2B
Sector
Technology
Industrials
HQ country
NL
US
Primary segment
ALD equipment
Production & Precision Agriculture
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-60% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
74 / 100
63 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Financial
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Service Field Network

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointInstalled Base Consumables

Deere & Company strengths

Data Workflow LockinBrand TrustSuite BundlingCost Of Capital Advantage

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

Deere & Company segments

Full profile >

Production & Precision Agriculture

Oligopoly

38.4%

Small Agriculture & Turf

Competitive

22.8%

Construction & Forestry

Oligopoly

25.4%

Financial Services

Competitive

12.7%

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.